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 | $22,751 | $70,908-67.9% | $98,907-77.0% | $73,488-69.0% |
| Participation rate | 63.6% | 73.8%-10.1pp | 76.0%-12.4pp | 70.7%-7.0pp |
| Annual return | 19.23% | 34.17%-14.9pp | 196.43%-177.2pp | 28.51%-9.3pp |
| Employer contribution / active EE | $895 | $2,036-56.1% | $2,689-66.7% | $2,270-60.6% |
| Participant deferral / active EE | $2,415 | $3,500-31.0% | $4,244-43.1% | $3,740-35.4% |
| Admin fee / account holder | $31 | $535-94.2% | $6,642-99.5% | $513-93.9% |