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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,824 | $52,953-47.5% | $172,739-83.9% | $65,185-57.3% |
| Participation rate | 47.4% | 66.2%-18.8pp | 82.6%-35.3pp | 70.2%-22.8pp |
| Annual return | 17.74% | 30.12%-12.4pp | 802.84%-785.1pp | 29.38%-11.6pp |
| Employer contribution / active EE | $428 | $2,190-80.5% | $5,143-91.7% | $2,177-80.4% |
| Participant deferral / active EE | $1,587 | $2,471-35.8% | $5,198-69.5% | $3,514-54.8% |
| Admin fee / account holder | $6 | $472-98.7% | $13,954-100.0% | $847-99.3% |