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 5-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 | $66,972 | $189,613-64.7% | $167,512-60.0% | $142,382-53.0% |
| Participation rate | 25.0% | 80.1%-55.1pp | 77.1%-52.1pp | 80.1%-55.1pp |
| Annual return | 20.11% | 2024.68%-2004.6pp | 1615.79%-1595.7pp | 217.08%-197.0pp |
| Employer contribution / active EE | $724 | $4,349-83.3% | $3,882-81.3% | $4,299-83.2% |
| Participant deferral / active EE | $3,282 | $6,981-53.0% | $6,405-48.8% | $6,507-49.6% |
| Admin fee / account holder | $3 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |