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 | $165,482 | $189,613-12.7% | $167,512-1.2% | $142,382+16.2% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 14.43% | 2024.68%-2010.3pp | 1615.79%-1601.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $648 | $4,349-85.1% | $3,882-83.3% | $4,299-84.9% |
| Participant deferral / active EE | $4,032 | $6,981-42.2% | $6,405-37.0% | $6,507-38.0% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |