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 6-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 | $17,094 | $50,815-66.4% | $155,509-89.0% | $77,643-78.0% |
| Participation rate | 48.7% | 63.1%-14.4pp | 78.2%-29.5pp | 70.6%-21.9pp |
| Annual return | 15.92% | 34.80%-18.9pp | 64.67%-48.7pp | 31.24%-15.3pp |
| Employer contribution / active EE | $447 | $1,993-77.6% | $4,672-90.4% | $2,726-83.6% |
| Participant deferral / active EE | $2,039 | $2,822-27.7% | $5,626-63.8% | $4,647-56.1% |
| Admin fee / account holder | $187 | $437-57.2% | $15,912-98.8% | $430-56.6% |