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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 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 | $51,421 | $56,629-9.2% | $77,999-34.1% | $55,167-6.8% |
| Participation rate | 54.7% | 73.3%-18.6pp | 75.5%-20.8pp | 69.0%-14.3pp |
| Annual return | 7.85% | 2866.98%-2859.1pp | 425.96%-418.1pp | 169.23%-161.4pp |
| Employer contribution / active EE | $476 | $1,723-72.3% | $2,470-80.7% | $1,963-75.7% |
| Participant deferral / active EE | $2,236 | $2,777-19.5% | $3,497-36.1% | $3,054-26.8% |
| Admin fee / account holder | $318 | $467-31.8% | $5,480-94.2% | $504-36.9% |