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.
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 | $4,350 | $57,065-92.4% | $75,670-94.3% | $70,131-93.8% |
| Participation rate | 41.9% | 68.1%-26.2pp | 72.3%-30.4pp | 69.5%-27.6pp |
| Annual return | 56.61% | 23.57%+33.0pp | 27.34%+29.3pp | 73.14%-16.5pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,287 | $2,580-50.1% | $3,142-59.0% | $3,332-61.4% |
| Admin fee / account holder | $32 | $3,825-99.2% | $5,800-99.5% | $4,645-99.3% |