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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,753 | $54,573-25.3% | $90,951-55.2% | $73,488-44.5% |
| Participation rate | 52.9% | 61.2%-8.3pp | 69.0%-16.2pp | 70.7%-17.8pp |
| Annual return | 18.48% | 16.69%+1.8pp | 134.60%-116.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $538 | $991-45.8% | $2,122-74.7% | $2,270-76.3% |
| Participant deferral / active EE | $1,324 | $2,517-47.4% | $3,373-60.7% | $3,740-64.6% |
| Admin fee / account holder | $26 | $521-95.1% | $5,959-99.6% | $513-95.0% |