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 7-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 | $152,215 | $189,613-19.7% | $167,512-9.1% | $142,382+6.9% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 18.31% | 2024.68%-2006.4pp | 1615.79%-1597.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $11,919 | $4,349+174.1% | $3,882+207.1% | $4,299+177.2% |
| Participant deferral / active EE | $8,284 | $6,981+18.7% | $6,405+29.3% | $6,507+27.3% |
| Admin fee / account holder | $242 | $10,528-97.7% | $9,769-97.5% | $12,624-98.1% |