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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,494 | $39,286-75.8% | $80,716-88.2% | $79,386-88.0% |
| Participation rate | 26.2% | 41.0%-14.8pp | 54.2%-28.0pp | 70.7%-44.5pp |
| Annual return | 11.65% | 98.95%-87.3pp | 87.28%-75.6pp | 116.85%-105.2pp |
| Employer contribution / active EE | $123 | $594-79.4% | $1,160-89.4% | $2,427-95.0% |
| Participant deferral / active EE | $1,101 | $1,264-12.9% | $2,146-48.7% | $4,046-72.8% |
| Admin fee / account holder | $98 | $647-84.8% | $3,380-97.1% | $626-84.3% |