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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,301 | $104,317-59.4% | $159,436-73.5% | $86,799-51.3% |
| Participation rate | 33.5% | 77.7%-44.2pp | 82.8%-49.3pp | 72.3%-38.7pp |
| Annual return | 15.32% | 26.32%-11.0pp | 263.57%-248.2pp | 97.91%-82.6pp |
| Employer contribution / active EE | $1,005 | $3,451-70.9% | $4,829-79.2% | $2,405-58.2% |
| Participant deferral / active EE | $1,936 | $6,837-71.7% | $7,352-73.7% | $4,131-53.1% |
| Admin fee / account holder | $118 | $172-31.7% | $10,799-98.9% | $170-30.6% |