Filed January 23, 2025
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $113,095 | $86,929+30.1% | $102,423+10.4% | $80,856+39.9% |
| Participation rate | 91.3% | 72.4%+18.9pp | 76.5%+14.8pp | 67.6%+23.7pp |
| Annual return | 0.00% | 18.88%-18.9pp | 29.32%-29.3pp | 35.59%-35.6pp |
| Employer contribution / active EE | $18,478 | $2,369+679.9% | $3,023+511.2% | $2,755+570.8% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |