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 10-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 | $203,235 | $189,613+7.2% | $167,512+21.3% | $142,382+42.7% |
| Participation rate | 55.6% | 80.1%-24.6pp | 77.1%-21.5pp | 80.1%-24.6pp |
| Annual return | 16.09% | 2024.68%-2008.6pp | 1615.79%-1599.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,324 | $4,349-46.6% | $3,882-40.1% | $4,299-45.9% |
| Participant deferral / active EE | $9,209 | $6,981+31.9% | $6,405+43.8% | $6,507+41.5% |
| Admin fee / account holder | $4 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |