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 | $32,055 | $189,613-83.1% | $167,512-80.9% | $142,382-77.5% |
| Participation rate | 58.3% | 80.1%-21.8pp | 77.1%-18.7pp | 80.1%-21.8pp |
| Annual return | 15.43% | 2024.68%-2009.3pp | 1615.79%-1600.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,317 | $4,349-69.7% | $3,882-66.1% | $4,299-69.4% |
| Participant deferral / active EE | $2,401 | $6,981-65.6% | $6,405-62.5% | $6,507-63.1% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |