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 | $16,788 | $65,041-74.2% | $90,951-81.5% | $79,858-79.0% |
| Participation rate | 66.2% | 61.6%+4.6pp | 69.0%-2.8pp | 69.6%-3.4pp |
| Annual return | 20.01% | 30.45%-10.4pp | 134.60%-114.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,022 | $1,247-18.0% | $2,122-51.8% | $2,471-58.6% |
| Participant deferral / active EE | $1,567 | $2,512-37.6% | $3,373-53.5% | $3,740-58.1% |
| Admin fee / account holder | $70 | $4,536-98.4% | $5,959-98.8% | $5,306-98.7% |