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 | $43,839 | $189,613-76.9% | $167,512-73.8% | $142,382-69.2% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 21.14% | 2024.68%-2003.5pp | 1615.79%-1594.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,504 | $4,349-65.4% | $3,882-61.3% | $4,299-65.0% |
| Participant deferral / active EE | $4,066 | $6,981-41.8% | $6,405-36.5% | $6,507-37.5% |
| Admin fee / account holder | $291 | $10,528-97.2% | $9,769-97.0% | $12,624-97.7% |