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 | $21,100 | $36,916-42.8% | $156,549-86.5% | $57,658-63.4% |
| Participation rate | 31.4% | 63.4%-32.0pp | 84.0%-52.6pp | 70.2%-38.8pp |
| Annual return | 227.77% | 12.38%+215.4pp | 32.23%+195.5pp | 5.13%+222.6pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $503 | $1,926-73.9% | $4,871-89.7% | $3,061-83.6% |
| Admin fee / account holder | $13 | $82-84.8% | $13,027-99.9% | $95-86.7% |