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 7-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 | $594,337 | $114,381+419.6% | $107,525+452.7% | $142,382+317.4% |
| Participation rate | 6.7% | 78.1%-71.5pp | 75.1%-68.4pp | 80.1%-73.5pp |
| Annual return | 13.05% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $240 | $4,015-94.0% | $3,754-93.6% | $4,299-94.4% |
| Participant deferral / active EE | $2,067 | $5,564-62.9% | $5,116-59.6% | $6,507-68.2% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |