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 | $35,938 | $48,064-25.2% | $78,778-54.4% | $69,631-48.4% |
| Participation rate | 23.2% | 61.6%-38.4pp | 69.2%-46.0pp | 70.7%-47.5pp |
| Annual return | 17.67% | 21.81%-4.1pp | 35.62%-18.0pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $651 | $2,079-68.7% | $2,958-78.0% | $3,224-79.8% |
| Admin fee / account holder | $0 | $152-100.0% | $5,134-100.0% | $110-100.0% |