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 4-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,019 | $96,018-77.1% | $65,493-66.4% | $85,563-74.3% |
| Participation rate | 61.3% | 74.8%-13.5pp | 73.1%-11.8pp | 66.0%-4.6pp |
| Annual return | 18.81% | 14.51%+4.3pp | 982.45%-963.6pp | 31.51%-12.7pp |
| Employer contribution / active EE | $1,527 | $3,235-52.8% | $2,574-40.7% | $2,654-42.5% |
| Participant deferral / active EE | $2,566 | $4,055-36.7% | $3,961-35.2% | $4,375-41.4% |
| Admin fee / account holder | $250 | $271-7.8% | $5,028-95.0% | $834-70.1% |