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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $38,598 | $55,636-30.6% | $81,983-52.9% | $73,488-47.5% |
| Participation rate | 49.5% | 62.3%-12.7pp | 69.2%-19.7pp | 70.7%-21.1pp |
| Annual return | 17.08% | 19.07%-2.0pp | 41.31%-24.2pp | 28.51%-11.4pp |
| Employer contribution / active EE | $1,110 | $1,625-31.6% | $2,498-55.5% | $2,270-51.1% |
| Participant deferral / active EE | $1,699 | $2,762-38.5% | $3,722-54.4% | $3,740-54.6% |
| Admin fee / account holder | $34 | $493-93.2% | $5,664-99.4% | $513-93.4% |