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.
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 | $37,956 | $77,314-50.9% | $177,989-78.7% | $80,856-53.1% |
| Participation rate | 61.4% | 65.7%-4.3pp | 77.1%-15.7pp | 67.6%-6.3pp |
| Annual return | 12.65% | 18.09%-5.4pp | 294.48%-281.8pp | 35.59%-22.9pp |
| Employer contribution / active EE | $280 | $2,292-87.8% | $3,949-92.9% | $2,755-89.9% |
| Participant deferral / active EE | $4,624 | $4,411+4.8% | $6,276-26.3% | $4,296+7.6% |
| Admin fee / account holder | $121 | $7,191-98.3% | $10,363-98.8% | $6,918-98.2% |