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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $42,654 | $58,726-27.4% | $92,233-53.8% | $62,292-31.5% |
| Participation rate | 60.0% | 68.3%-8.3pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 17.42% | 43.62%-26.2pp | 176.28%-158.9pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,219 | $2,392-49.0% | $3,679-66.9% | $2,042-40.3% |
| Participant deferral / active EE | $2,725 | $2,766-1.5% | $3,897-30.1% | $3,169-14.0% |
| Admin fee / account holder | $163 | $556-70.7% | $5,194-96.9% | $479-66.0% |