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 9-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 | $33,474 | $29,548+13.3% | $56,411-40.7% | $77,643-56.9% |
| Participation rate | 34.1% | 32.7%+1.4pp | 52.5%-18.4pp | 70.6%-36.5pp |
| Annual return | 13.48% | 19.01%-5.5pp | 1701.33%-1687.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $592 | $568+4.4% | $1,039-43.0% | $2,726-78.3% |
| Participant deferral / active EE | $1,120 | $1,061+5.6% | $1,952-42.6% | $4,647-75.9% |
| Admin fee / account holder | $174 | $1,046-83.4% | $2,829-93.9% | $430-59.7% |