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 | $64,125 | $47,448+35.1% | $94,993-32.5% | $62,292+2.9% |
| Participation rate | 43.9% | 66.5%-22.6pp | 73.9%-30.0pp | 69.5%-25.7pp |
| Annual return | 18.71% | 22.64%-3.9pp | 27.12%-8.4pp | 28.90%-10.2pp |
| Employer contribution / active EE | $0 | $1,300-100.0% | $2,603-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $322 | $2,375-86.5% | $3,317-90.3% | $3,169-89.8% |
| Admin fee / account holder | $0 | $434-100.0% | $4,960-100.0% | $479-100.0% |