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 | $294,776 | $82,286+258.2% | $68,791+328.5% | $134,475+119.2% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.0%-11.9pp | 81.2%-24.1pp |
| Annual return | -22.94% | -2.19%-20.7pp | -6.38%-16.6pp | 417.96%-440.9pp |
| Employer contribution / active EE | $6,379 | $3,301+93.3% | $2,655+140.2% | $4,740+34.6% |
| Participant deferral / active EE | $8,507 | $4,739+79.5% | $3,941+115.8% | $6,400+32.9% |
| Admin fee / account holder | $13 | $6,481-99.8% | $4,932-99.7% | $11,426-99.9% |