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 7-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,790 | $41,647-86.1% | $96,139-94.0% | $86,799-93.3% |
| Participation rate | 68.5% | 50.2%+18.2pp | 68.4%0pp | 72.3%-3.8pp |
| Annual return | 17.90% | 27.24%-9.3pp | 191.94%-174.0pp | 97.91%-80.0pp |
| Employer contribution / active EE | $520 | $1,318-60.5% | $2,797-81.4% | $2,405-78.4% |
| Participant deferral / active EE | $1,370 | $2,412-43.2% | $4,349-68.5% | $4,131-66.8% |
| Admin fee / account holder | $53 | $169-69.0% | $5,537-99.1% | $170-69.0% |