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 | $40,860 | $50,637-19.3% | $86,590-52.8% | $62,292-34.4% |
| Participation rate | 45.1% | 67.9%-22.8pp | 73.5%-28.5pp | 69.5%-24.4pp |
| Annual return | 17.13% | 20.80%-3.7pp | 964.84%-947.7pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,933 | $2,075-6.8% | $2,839-31.9% | $2,042-5.3% |
| Participant deferral / active EE | $3,699 | $2,611+41.7% | $3,609+2.5% | $3,169+16.7% |
| Admin fee / account holder | $67 | $413-83.7% | $4,906-98.6% | $479-85.9% |