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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,979 | $75,183-86.7% | $123,892-91.9% | $55,167-81.9% |
| Participation rate | 39.4% | 72.8%-33.4pp | 81.4%-42.0pp | 69.0%-29.6pp |
| Annual return | 20.48% | 19.01%+1.5pp | 47.52%-27.0pp | 169.23%-148.7pp |
| Employer contribution / active EE | $841 | $2,823-70.2% | $4,617-81.8% | $1,963-57.1% |
| Participant deferral / active EE | $2,551 | $5,084-49.8% | $5,984-57.4% | $3,054-16.5% |
| Admin fee / account holder | $32 | $663-95.2% | $8,357-99.6% | $504-93.7% |