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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,179 | $189,613-27.1% | $167,512-17.5% | $142,382-3.0% |
| Participation rate | 64.3% | 80.1%-15.8pp | 77.1%-12.8pp | 80.1%-15.8pp |
| Annual return | 14.82% | 2024.68%-2009.9pp | 1615.79%-1601.0pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,829 | $4,349-57.9% | $3,882-52.9% | $4,299-57.5% |
| Participant deferral / active EE | $6,162 | $6,981-11.7% | $6,405-3.8% | $6,507-5.3% |
| Admin fee / account holder | $18 | $10,528-99.8% | $9,769-99.8% | $12,624-99.9% |