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.
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 | $22,875 | $32,425-29.5% | $74,583-69.3% | $55,167-58.5% |
| Participation rate | 30.4% | 54.0%-23.6pp | 68.1%-37.7pp | 69.0%-38.6pp |
| Annual return | 7.67% | 10.63%-3.0pp | 20.47%-12.8pp | 169.23%-161.6pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $646 | $1,995-67.6% | $3,458-81.3% | $3,054-78.8% |
| Admin fee / account holder | $0 | $748-100.0% | $4,138-100.0% | $504-100.0% |