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 | $59,783 | $49,451+20.9% | $79,550-24.8% | $66,914-10.7% |
| Participation rate | 49.1% | 61.3%-12.2pp | 69.5%-20.3pp | 69.8%-20.7pp |
| Annual return | -15.67% | 84.25%-99.9pp | 0.16%-15.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,823 | $3,159-10.6% | $3,985-29.2% | $4,237-33.4% |
| Admin fee / account holder | $293 | $595-50.8% | $6,832-95.7% | $593-50.6% |