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.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $30,308 | $54,237-44.1% | $90,281-66.4% | $67,579-55.2% |
| Participation rate | 22.8% | 68.6%-45.8pp | 73.3%-50.5pp | 71.3%-48.5pp |
| Annual return | 24.42% | 37.27%-12.9pp | 78.10%-53.7pp | 378.56%-354.1pp |
| Employer contribution / active EE | $51 | $1,846-97.2% | $2,854-98.2% | $2,148-97.6% |
| Participant deferral / active EE | $830 | $2,625-68.4% | $3,885-78.6% | $3,539-76.5% |
| Admin fee / account holder | $46 | $123-62.8% | $5,351-99.1% | $142-67.7% |