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.
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 | $17,965 | $70,667-74.6% | $123,104-85.4% | $52,331-65.7% |
| Participation rate | 54.3% | 83.7%-29.5pp | 86.8%-32.5pp | 68.1%-13.9pp |
| Annual return | -1.37% | 6.23%-7.6pp | 13.22%-14.6pp | 4.54%-5.9pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,870 | $4,493-36.1% | $6,230-53.9% | $3,022-5.0% |
| Admin fee / account holder | $30 | $506-94.0% | $9,015-99.7% | $592-94.8% |