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 | $33,474 | $189,613-82.3% | $167,512-80.0% | $142,382-76.5% |
| Participation rate | 44.4% | 80.1%-35.7pp | 77.1%-32.6pp | 80.1%-35.7pp |
| Annual return | 18.85% | 2024.68%-2005.8pp | 1615.79%-1596.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,074 | $6,981-41.6% | $6,405-36.4% | $6,507-37.4% |
| Admin fee / account holder | $134 | $10,528-98.7% | $9,769-98.6% | $12,624-98.9% |