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 8-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 | $15,862 | $61,272-74.1% | $149,673-89.4% | $71,457-77.8% |
| Participation rate | 52.9% | 62.5%-9.6pp | 78.8%-25.8pp | 67.9%-15.0pp |
| Annual return | 23.46% | 35.85%-12.4pp | 134.42%-111.0pp | 28.85%-5.4pp |
| Employer contribution / active EE | $454 | $2,378-80.9% | $4,818-90.6% | $2,588-82.4% |
| Participant deferral / active EE | $1,485 | $2,917-49.1% | $5,680-73.9% | $4,289-65.4% |
| Admin fee / account holder | $110 | $1,261-91.3% | $13,210-99.2% | $1,587-93.1% |