See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,191 | $111,724+157.1% | $93,606+206.8% | $145,922+96.8% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 8.79% | 202.98%-194.2pp | 133.20%-124.4pp | 561.29%-552.5pp |
| Employer contribution / active EE | $531 | $3,090-82.8% | $2,420-78.1% | $4,660-88.6% |
| Participant deferral / active EE | $1,779 | $4,912-63.8% | $4,411-59.7% | $6,688-73.4% |
| Admin fee / account holder | $17 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |