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 | $47,267 | $61,272-22.9% | $149,673-68.4% | $71,457-33.9% |
| Participation rate | 37.1% | 62.5%-25.4pp | 78.8%-41.7pp | 67.9%-30.8pp |
| Annual return | 20.45% | 35.85%-15.4pp | 134.42%-114.0pp | 28.85%-8.4pp |
| Employer contribution / active EE | $653 | $2,378-72.6% | $4,818-86.5% | $2,588-74.8% |
| Participant deferral / active EE | $1,209 | $2,917-58.5% | $5,680-78.7% | $4,289-71.8% |
| Admin fee / account holder | $2 | $1,261-99.8% | $13,210-100.0% | $1,587-99.8% |