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 | $290,448 | $179,726+61.6% | $156,263+85.9% | $142,382+104.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 10.13% | 77.86%-67.7pp | 59.47%-49.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $547 | $5,069-89.2% | $4,333-87.4% | $4,299-87.3% |
| Participant deferral / active EE | $4,688 | $6,956-32.6% | $6,158-23.9% | $6,507-28.0% |
| Admin fee / account holder | $7 | $17,272-100.0% | $14,255-99.9% | $12,624-99.9% |