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 7-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 | $44,237 | $189,613-76.7% | $167,512-73.6% | $142,382-68.9% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 18.66% | 2024.68%-2006.0pp | 1615.79%-1597.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,524 | $4,349-65.0% | $3,882-60.7% | $4,299-64.6% |
| Participant deferral / active EE | $3,810 | $6,981-45.4% | $6,405-40.5% | $6,507-41.5% |
| Admin fee / account holder | $191 | $10,528-98.2% | $9,769-98.0% | $12,624-98.5% |