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 4-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 | $114,875 | $189,613-39.4% | $167,512-31.4% | $142,382-19.3% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 22.22% | 2024.68%-2002.5pp | 1615.79%-1593.6pp | 217.08%-194.9pp |
| Employer contribution / active EE | $3,350 | $4,349-23.0% | $3,882-13.7% | $4,299-22.1% |
| Participant deferral / active EE | $10,019 | $6,981+43.5% | $6,405+56.4% | $6,507+54.0% |
| Admin fee / account holder | $20 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |