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.
Participant contribution per participant 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 | $30,816 | $50,815-39.4% | $155,509-80.2% | $77,643-60.3% |
| Participation rate | 11.7% | 63.1%-51.4pp | 78.2%-66.5pp | 70.6%-58.9pp |
| Annual return | 12.46% | 34.80%-22.3pp | 64.67%-52.2pp | 31.24%-18.8pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $797 | $2,822-71.8% | $5,626-85.8% | $4,647-82.9% |
| Admin fee / account holder | $43 | $437-90.2% | $15,912-99.7% | $430-90.0% |