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 8-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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,466 | $49,451-66.7% | $79,550-79.3% | $66,914-75.4% |
| Participation rate | 62.2% | 61.3%+0.9pp | 69.5%-7.2pp | 69.8%-7.6pp |
| Annual return | -15.91% | 84.25%-100.2pp | 0.16%-16.1pp | 1.58%-17.5pp |
| Employer contribution / active EE | $980 | $1,266-22.6% | $2,413-59.4% | $2,544-61.5% |
| Participant deferral / active EE | $2,791 | $3,159-11.6% | $3,985-30.0% | $4,237-34.1% |
| Admin fee / account holder | $157 | $595-73.6% | $6,832-97.7% | $593-73.5% |