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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,961 | $47,448-83.2% | $94,993-91.6% | $62,292-87.2% |
| Participation rate | 58.6% | 66.5%-7.9pp | 73.9%-15.3pp | 69.5%-10.9pp |
| Annual return | 13.72% | 22.64%-8.9pp | 27.12%-13.4pp | 28.90%-15.2pp |
| Employer contribution / active EE | $634 | $1,300-51.2% | $2,603-75.6% | $2,042-68.9% |
| Participant deferral / active EE | $855 | $2,375-64.0% | $3,317-74.2% | $3,169-73.0% |
| Admin fee / account holder | $4 | $434-99.0% | $4,960-99.9% | $479-99.1% |