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.
Annual investment return 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 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 | $22,800 | $55,453-58.9% | $170,442-86.6% | $62,292-63.4% |
| Participation rate | 45.1% | 66.4%-21.2pp | 83.6%-38.5pp | 69.5%-24.4pp |
| Annual return | 11.95% | 21.38%-9.4pp | 205.93%-194.0pp | 28.90%-16.9pp |
| Employer contribution / active EE | $852 | $2,164-60.6% | $5,433-84.3% | $2,042-58.3% |
| Participant deferral / active EE | $1,276 | $2,303-44.6% | $4,939-74.2% | $3,169-59.7% |
| Admin fee / account holder | $244 | $455-46.4% | $13,880-98.2% | $479-49.1% |