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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,817 | $31,388-78.3% | $73,545-90.7% | $62,292-89.1% |
| Participation rate | 43.2% | 39.9%+3.3pp | 54.9%-11.8pp | 69.5%-26.4pp |
| Annual return | 23.13% | 25.34%-2.2pp | -15.16%+38.3pp | 28.90%-5.8pp |
| Employer contribution / active EE | $252 | $498-49.3% | $1,219-79.3% | $2,042-87.6% |
| Participant deferral / active EE | $816 | $1,028-20.7% | $1,806-54.8% | $3,169-74.3% |
| Admin fee / account holder | $15 | $299-94.9% | $2,320-99.3% | $479-96.8% |