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.
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).
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 | $21,065 | $43,504-51.6% | $68,793-69.4% | $56,287-62.6% |
| Participation rate | 69.0% | 67.8%+1.1pp | 72.2%-3.3pp | 69.9%-0.9pp |
| Annual return | -5.01% | -3.15%-1.9pp | -4.63%-0.4pp | -9.96%+4.9pp |
| Employer contribution / active EE | $927 | $1,525-39.2% | $2,625-64.7% | $2,111-56.1% |
| Participant deferral / active EE | $3,255 | $2,509+29.8% | $3,311-1.7% | $3,350-2.8% |
| Admin fee / account holder | $53 | $515-89.7% | $5,131-99.0% | $521-89.8% |