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 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 | $37,130 | $72,277-48.6% | $101,248-63.3% | $79,858-53.5% |
| Participation rate | 69.1% | 68.5%+0.7pp | 75.8%-6.7pp | 69.6%-0.5pp |
| Annual return | 17.51% | 22.30%-4.8pp | 46.47%-29.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $318 | $2,692-88.2% | $3,660-91.3% | $2,471-87.1% |
| Participant deferral / active EE | $3,436 | $3,282+4.7% | $4,370-21.4% | $3,740-8.1% |
| Admin fee / account holder | $33 | $4,400-99.2% | $5,945-99.4% | $5,306-99.4% |