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.
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 | $146,173 | $59,417+146.0% | $93,606+56.2% | $74,495+96.2% |
| Participation rate | 23.4% | 59.7%-36.2pp | 68.7%-45.3pp | 67.2%-43.8pp |
| Annual return | 21.48% | 81.83%-60.4pp | 133.20%-111.7pp | 1364.94%-1343.5pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,186 | $3,050-28.3% | $4,411-50.4% | $4,346-49.7% |
| Admin fee / account holder | $11 | $3,021-99.6% | $8,285-99.9% | $1,942-99.4% |