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 | $21,348 | $50,815-58.0% | $155,509-86.3% | $77,643-72.5% |
| Participation rate | 41.8% | 63.1%-21.3pp | 78.2%-36.4pp | 70.6%-28.8pp |
| Annual return | 18.40% | 34.80%-16.4pp | 64.67%-46.3pp | 31.24%-12.8pp |
| Employer contribution / active EE | $519 | $1,993-74.0% | $4,672-88.9% | $2,726-81.0% |
| Participant deferral / active EE | $1,340 | $2,822-52.5% | $5,626-76.2% | $4,647-71.2% |
| Admin fee / account holder | $149 | $437-65.8% | $15,912-99.1% | $430-65.3% |