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 | $263,452 | $175,202+50.4% | $149,673+76.0% | $139,434+88.9% |
| Participation rate | 29.4% | 83.4%-54.0pp | 78.8%-49.4pp | 80.3%-50.9pp |
| Annual return | 11.18% | 166.71%-155.5pp | 134.42%-123.2pp | 372.94%-361.8pp |
| Employer contribution / active EE | $819 | $5,474-85.0% | $4,818-83.0% | $4,751-82.8% |
| Participant deferral / active EE | $4,092 | $6,519-37.2% | $5,680-28.0% | $6,710-39.0% |
| Admin fee / account holder | $17 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |