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 3-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 | $36,191 | $189,613-80.9% | $167,512-78.4% | $142,382-74.6% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 24.14% | 2024.68%-2000.5pp | 1615.79%-1591.7pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,943 | $4,349-55.3% | $3,882-49.9% | $4,299-54.8% |
| Participant deferral / active EE | $8,043 | $6,981+15.2% | $6,405+25.6% | $6,507+23.6% |
| Admin fee / account holder | $17 | $10,528-99.8% | $9,769-99.8% | $12,624-99.9% |