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 4-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 | $22,905 | $55,415-58.7% | $155,509-85.3% | $74,495-69.3% |
| Participation rate | 61.7% | 61.9%-0.2pp | 78.2%-16.5pp | 67.2%-5.5pp |
| Annual return | 20.89% | 268.50%-247.6pp | 64.67%-43.8pp | 1364.94%-1344.0pp |
| Employer contribution / active EE | $1,299 | $2,267-42.7% | $4,672-72.2% | $2,623-50.5% |
| Participant deferral / active EE | $3,616 | $2,836+27.5% | $5,626-35.7% | $4,346-16.8% |
| Admin fee / account holder | $12 | $1,738-99.3% | $15,912-99.9% | $1,942-99.4% |