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).
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 | $38,063 | $46,297-17.8% | $71,671-46.9% | $62,292-38.9% |
| Participation rate | 30.8% | 60.6%-29.8pp | 68.7%-37.9pp | 69.5%-38.7pp |
| Annual return | 12.77% | 22.32%-9.6pp | 20.65%-7.9pp | 28.90%-16.1pp |
| Employer contribution / active EE | $390 | $1,412-72.4% | $2,460-84.2% | $2,042-80.9% |
| Participant deferral / active EE | $1,516 | $2,235-32.2% | $3,438-55.9% | $3,169-52.2% |
| Admin fee / account holder | $28 | $461-93.9% | $5,558-99.5% | $479-94.2% |