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.
Annual investment return 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 | $13,028 | $46,732-72.1% | $156,549-91.7% | $55,167-76.4% |
| Participation rate | 69.8% | 65.8%+4.0pp | 84.0%-14.2pp | 69.0%+0.8pp |
| Annual return | -0.24% | 17.72%-18.0pp | 32.23%-32.5pp | 169.23%-169.5pp |
| Employer contribution / active EE | $1,653 | $2,105-21.5% | $5,501-70.0% | $1,963-15.8% |
| Participant deferral / active EE | $718 | $2,204-67.4% | $4,871-85.3% | $3,054-76.5% |
| Admin fee / account holder | $21 | $418-95.0% | $13,027-99.8% | $504-95.9% |