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 | $133,639 | $189,613-29.5% | $167,512-20.2% | $142,382-6.1% |
| Participation rate | 46.2% | 80.1%-34.0pp | 77.1%-30.9pp | 80.1%-34.0pp |
| Annual return | 26.09% | 2024.68%-1998.6pp | 1615.79%-1589.7pp | 217.08%-191.0pp |
| Employer contribution / active EE | $693 | $4,349-84.1% | $3,882-82.1% | $4,299-83.9% |
| Participant deferral / active EE | $2,841 | $6,981-59.3% | $6,405-55.6% | $6,507-56.3% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |