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 | $33,809 | $80,753-58.1% | $136,294-75.2% | $62,292-45.7% |
| Participation rate | 56.1% | 73.5%-17.4pp | 81.9%-25.8pp | 69.5%-13.4pp |
| Annual return | 16.41% | 35.83%-19.4pp | 5155.94%-5139.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,094 | $2,884-62.1% | $4,695-76.7% | $2,042-46.4% |
| Participant deferral / active EE | $2,151 | $5,164-58.3% | $6,247-65.6% | $3,169-32.1% |
| Admin fee / account holder | $41 | $525-92.2% | $9,243-99.6% | $479-91.4% |