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.
Participant 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).
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 | $31,096 | $50,152-38.0% | $71,671-56.6% | - |
| Participation rate | 49.5% | 59.4%-10.0pp | 68.7%-19.3pp | - |
| Annual return | 16.73% | 9.73%+7.0pp | 20.65%-3.9pp | - |
| Employer contribution / active EE | $914 | $997-8.3% | $2,460-62.8% | - |
| Participant deferral / active EE | $1,328 | $1,978-32.8% | $3,438-61.4% | - |
| Admin fee / account holder | $19 | $1,576-98.8% | $5,558-99.7% | - |