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.
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 | $20,783 | $55,453-62.5% | $170,442-87.8% | $62,292-66.6% |
| Participation rate | 30.7% | 66.4%-35.7pp | 83.6%-52.9pp | 69.5%-38.8pp |
| Annual return | 16.06% | 21.38%-5.3pp | 205.93%-189.9pp | 28.90%-12.8pp |
| Employer contribution / active EE | $451 | $2,164-79.1% | $5,433-91.7% | $2,042-77.9% |
| Participant deferral / active EE | $633 | $2,303-72.5% | $4,939-87.2% | $3,169-80.0% |
| Admin fee / account holder | $2 | $455-99.6% | $13,880-100.0% | $479-99.6% |