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 | $216,530 | $189,613+14.2% | $167,512+29.3% | $142,382+52.1% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.1%-17.1pp | 80.1%-20.1pp |
| Annual return | 16.85% | 2024.68%-2007.8pp | 1615.79%-1598.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,698 | $4,349-61.0% | $3,882-56.3% | $4,299-60.5% |
| Participant deferral / active EE | $8,669 | $6,981+24.2% | $6,405+35.4% | $6,507+33.2% |
| Admin fee / account holder | $5 | $10,528-100.0% | $9,769-99.9% | $12,624-100.0% |