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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,499 | $27,839-47.9% | $58,482-75.2% | $71,457-79.7% |
| Participation rate | 38.4% | 34.5%+3.9pp | 50.9%-12.4pp | 67.9%-29.5pp |
| Annual return | 13.80% | 26.81%-13.0pp | 4239.32%-4225.5pp | 28.85%-15.0pp |
| Employer contribution / active EE | $721 | $631+14.3% | $1,053-31.6% | $2,588-72.1% |
| Participant deferral / active EE | $1,240 | $1,206+2.8% | $1,924-35.6% | $4,289-71.1% |
| Admin fee / account holder | $4 | $1,641-99.7% | $2,516-99.8% | $1,587-99.7% |