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 | $17,599 | $43,423-59.5% | $78,689-77.6% | $55,167-68.1% |
| Participation rate | 34.8% | 68.0%-33.2pp | 73.6%-38.8pp | 69.0%-34.2pp |
| Annual return | 7.03% | 11.53%-4.5pp | 62.18%-55.1pp | 169.23%-162.2pp |
| Employer contribution / active EE | $588 | $1,997-70.5% | $2,851-79.4% | $1,963-70.0% |
| Participant deferral / active EE | $693 | $2,509-72.4% | $3,517-80.3% | $3,054-77.3% |
| Admin fee / account holder | $139 | $416-66.5% | $4,510-96.9% | $504-72.3% |