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 | $27,107 | $69,362-60.9% | $101,248-73.2% | $73,488-63.1% |
| Participation rate | 52.7% | 68.4%-15.6pp | 75.8%-23.1pp | 70.7%-17.9pp |
| Annual return | 28.90% | 18.46%+10.4pp | 46.47%-17.6pp | 28.51%+0.4pp |
| Employer contribution / active EE | $2,068 | $2,628-21.3% | $3,660-43.5% | $2,270-8.9% |
| Participant deferral / active EE | $3,187 | $3,300-3.4% | $4,370-27.1% | $3,740-14.8% |
| Admin fee / account holder | $19 | $704-97.3% | $5,945-99.7% | $513-96.3% |