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 | $800,810 | $93,024+760.9% | $77,024+939.7% | $134,475+495.5% |
| Participation rate | 40.0% | 74.5%-34.5pp | 67.9%-27.9pp | 81.2%-41.2pp |
| Annual return | 61.90% | 62.60%-0.7pp | 42.32%+19.6pp | 417.96%-356.1pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $11,367 | $5,238+117.0% | $4,426+156.8% | $6,400+77.6% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |