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.
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 | $10,509 | $63,299-83.4% | $91,001-88.5% | $62,292-83.1% |
| Participation rate | 59.7% | 73.3%-13.6pp | 75.6%-15.9pp | 69.5%-9.9pp |
| Annual return | 22.20% | 20.99%+1.2pp | 4.60%+17.6pp | 28.90%-6.7pp |
| Employer contribution / active EE | $693 | $1,807-61.7% | $2,456-71.8% | $2,042-66.1% |
| Participant deferral / active EE | $1,534 | $2,943-47.9% | $3,547-56.8% | $3,169-51.6% |
| Admin fee / account holder | $24 | $468-94.8% | $5,417-99.6% | $479-95.0% |