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 | $261,128 | $100,773+159.1% | $88,946+193.6% | $142,382+83.4% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | -5.26% | 70.18%-75.4pp | 57.82%-63.1pp | 217.08%-222.3pp |
| Employer contribution / active EE | $2,707 | $2,918-7.2% | $2,555+5.9% | $4,299-37.0% |
| Participant deferral / active EE | $3,110 | $5,230-40.5% | $4,581-32.1% | $6,507-52.2% |
| Admin fee / account holder | $116 | $9,693-98.8% | $8,261-98.6% | $12,624-99.1% |