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 | $292,113 | $102,604+184.7% | $86,188+238.9% | $139,434+109.5% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 1.77% | 1922.51%-1920.7pp | 1168.45%-1166.7pp | 372.94%-371.2pp |
| Employer contribution / active EE | $547 | $3,032-82.0% | $2,380-77.0% | $4,751-88.5% |
| Participant deferral / active EE | $12,256 | $4,676+162.1% | $3,985+207.5% | $6,710+82.7% |
| Admin fee / account holder | $22 | $8,657-99.8% | $6,852-99.7% | $11,403-99.8% |