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.
Employer 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 | $8,741 | $60,892-85.6% | $82,389-89.4% | $84,808-89.7% |
| Participation rate | 59.7% | 63.3%-3.6pp | 69.5%-9.8pp | 68.3%-8.6pp |
| Annual return | 16.75% | 37.29%-20.5pp | 28.67%-11.9pp | 40.90%-24.1pp |
| Employer contribution / active EE | $307 | $1,779-82.7% | $2,517-87.8% | $2,631-88.3% |
| Participant deferral / active EE | $1,676 | $3,179-47.3% | $4,155-59.7% | $4,212-60.2% |
| Admin fee / account holder | $50 | $5,467-99.1% | $7,231-99.3% | $7,344-99.3% |