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 | $258,878 | $107,452+140.9% | $91,541+182.8% | $142,382+81.8% |
| Participation rate | 31.3% | 75.1%-43.8pp | 69.8%-38.5pp | 80.1%-48.9pp |
| Annual return | 9.58% | 22.06%-12.5pp | 20.50%-10.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,180 | $2,994-60.6% | $2,505-52.9% | $4,299-72.5% |
| Participant deferral / active EE | $4,849 | $4,754+2.0% | $4,008+21.0% | $6,507-25.5% |
| Admin fee / account holder | $27 | $8,834-99.7% | $6,956-99.6% | $12,624-99.8% |