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 | $61,518 | $51,466+19.5% | $78,778-21.9% | $62,292-1.2% |
| Participation rate | 12.1% | 59.8%-47.7pp | 69.2%-57.1pp | 69.5%-57.4pp |
| Annual return | 16.69% | 19.96%-3.3pp | 35.62%-18.9pp | 28.90%-12.2pp |
| Employer contribution / active EE | $269 | $827-67.4% | $1,986-86.4% | $2,042-86.8% |
| Participant deferral / active EE | $670 | $2,147-68.8% | $2,958-77.4% | $3,169-78.9% |
| Admin fee / account holder | $68 | $489-86.2% | $5,134-98.7% | $479-85.9% |