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.
Participant 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 | $576,163 | $165,335+248.5% | $149,696+284.9% | $158,922+262.5% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 30.48% | 348.15%-317.7pp | 276.60%-246.1pp | 302.83%-272.3pp |
| Employer contribution / active EE | $923 | $5,103-81.9% | $4,644-80.1% | $4,761-80.6% |
| Participant deferral / active EE | $1,154 | $7,181-83.9% | $6,842-83.1% | $5,982-80.7% |
| Admin fee / account holder | $95 | $10,807-99.1% | $9,309-99.0% | $11,246-99.2% |