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.
Participant contribution per participant 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 | $24,901 | $88,122-71.7% | $141,162-82.4% | $67,579-63.2% |
| Participation rate | 10.9% | 76.5%-65.5pp | 82.5%-71.5pp | 71.3%-60.3pp |
| Annual return | 23.02% | 75.40%-52.4pp | 71.39%-48.4pp | 378.56%-355.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,146 | $5,958-80.8% | $6,709-82.9% | $3,539-67.6% |
| Admin fee / account holder | $30 | $131-77.0% | $10,261-99.7% | $142-78.8% |