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.
Annual investment return 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 | $11,257 | $49,915-77.4% | $154,803-92.7% | $74,304-84.9% |
| Participation rate | 67.5% | 54.0%+13.5pp | 78.1%-10.6pp | 60.3%+7.1pp |
| Annual return | 3.47% | 34.06%-30.6pp | 58.88%-55.4pp | 29.43%-26.0pp |
| Employer contribution / active EE | $607 | $1,611-62.3% | $4,305-85.9% | $2,241-72.9% |
| Participant deferral / active EE | $645 | $2,255-71.4% | $5,540-88.4% | $3,767-82.9% |
| Admin fee / account holder | $0 | $2,189-100.0% | $14,329-100.0% | $2,969-100.0% |