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 | $14,653 | $50,464-71.0% | $75,781-80.7% | $52,331-72.0% |
| Participation rate | 27.5% | 66.8%-39.3pp | 75.8%-48.3pp | 68.1%-40.6pp |
| Annual return | -0.76% | 1.03%-1.8pp | 9.68%-10.4pp | 4.54%-5.3pp |
| Employer contribution / active EE | $535 | $1,988-73.1% | $3,323-83.9% | $1,882-71.5% |
| Participant deferral / active EE | $1,444 | $2,570-43.8% | $3,651-60.4% | $3,022-52.2% |
| Admin fee / account holder | $37 | $1,103-96.6% | $5,299-99.3% | $592-93.7% |