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.
Annual investment return 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 | $363,866 | $99,341+266.3% | $84,750+329.3% | $273,961+32.8% |
| Participation rate | 37.5% | 80.7%-43.2pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | 1.62% | 22.93%-21.3pp | 22.78%-21.2pp | 41.45%-39.8pp |
| Employer contribution / active EE | $982 | $4,214-76.7% | $3,574-72.5% | $4,869-79.8% |
| Participant deferral / active EE | $2,992 | $4,269-29.9% | $3,712-19.4% | $5,287-43.4% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |