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 4-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 | $16,447 | $189,613-91.3% | $167,512-90.2% | $142,382-88.4% |
| Participation rate | 45.5% | 80.1%-34.7pp | 77.1%-31.6pp | 80.1%-34.7pp |
| Annual return | 50.17% | 2024.68%-1974.5pp | 1615.79%-1565.6pp | 217.08%-166.9pp |
| Employer contribution / active EE | $684 | $4,349-84.3% | $3,882-82.4% | $4,299-84.1% |
| Participant deferral / active EE | $1,333 | $6,981-80.9% | $6,405-79.2% | $6,507-79.5% |
| Admin fee / account holder | $2 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |