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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,703 | $46,732-81.4% | $156,549-94.4% | $55,167-84.2% |
| Participation rate | 66.9% | 65.8%+1.2pp | 84.0%-17.1pp | 69.0%-2.0pp |
| Annual return | 15.45% | 17.72%-2.3pp | 32.23%-16.8pp | 169.23%-153.8pp |
| Employer contribution / active EE | $995 | $2,105-52.7% | $5,501-81.9% | $1,963-49.3% |
| Participant deferral / active EE | $1,949 | $2,204-11.6% | $4,871-60.0% | $3,054-36.2% |
| Admin fee / account holder | $12 | $418-97.2% | $13,027-99.9% | $504-97.6% |