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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,532 | $58,879-48.1% | $178,490-82.9% | $73,488-58.5% |
| Participation rate | 34.1% | 66.2%-32.2pp | 81.9%-47.9pp | 70.7%-36.6pp |
| Annual return | 14.61% | 24.86%-10.3pp | 151.07%-136.5pp | 28.51%-13.9pp |
| Employer contribution / active EE | $200 | $2,236-91.0% | $5,011-96.0% | $2,270-91.2% |
| Participant deferral / active EE | $1,072 | $2,567-58.2% | $5,202-79.4% | $3,740-71.3% |
| Admin fee / account holder | $6 | $400-98.5% | $13,984-100.0% | $513-98.9% |