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 | $168,029 | $189,613-11.4% | $167,512+0.3% | $142,382+18.0% |
| Participation rate | 61.5% | 80.1%-18.6pp | 77.1%-15.5pp | 80.1%-18.6pp |
| Annual return | 17.86% | 2024.68%-2006.8pp | 1615.79%-1597.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,245 | $4,349-71.4% | $3,882-67.9% | $4,299-71.0% |
| Participant deferral / active EE | $3,716 | $6,981-46.8% | $6,405-42.0% | $6,507-42.9% |
| Admin fee / account holder | $218 | $10,528-97.9% | $9,769-97.8% | $12,624-98.3% |