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 | $165,041 | $189,613-13.0% | $167,512-1.5% | $142,382+15.9% |
| Participation rate | 62.5% | 80.1%-17.6pp | 77.1%-14.6pp | 80.1%-17.6pp |
| Annual return | 16.43% | 2024.68%-2008.2pp | 1615.79%-1599.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,975 | $4,349-31.6% | $3,882-23.4% | $4,299-30.8% |
| Participant deferral / active EE | $7,380 | $6,981+5.7% | $6,405+15.2% | $6,507+13.4% |
| Admin fee / account holder | $106 | $10,528-99.0% | $9,769-98.9% | $12,624-99.2% |