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 6-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 | $23,470 | $189,613-87.6% | $167,512-86.0% | $142,382-83.5% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.1%-17.1pp | 80.1%-20.1pp |
| Annual return | 20.39% | 2024.68%-2004.3pp | 1615.79%-1595.4pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,751 | $4,349-59.7% | $3,882-54.9% | $4,299-59.3% |
| Participant deferral / active EE | $2,603 | $6,981-62.7% | $6,405-59.4% | $6,507-60.0% |
| Admin fee / account holder | $114 | $10,528-98.9% | $9,769-98.8% | $12,624-99.1% |