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 | $430,206 | $160,055+168.8% | $140,016+207.3% | $135,375+217.8% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.5%-54.2pp | 82.6%-49.3pp |
| Annual return | -3.24% | 911.38%-914.6pp | 651.12%-654.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $448 | $6,420-93.0% | $5,606-92.0% | $4,779-90.6% |
| Participant deferral / active EE | $8,000 | $7,642+4.7% | $6,927+15.5% | $5,609+42.6% |
| Admin fee / account holder | $71 | $13,328-99.5% | $10,705-99.3% | $10,827-99.3% |