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).
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 | $32,794 | $46,732-29.8% | $156,549-79.1% | $55,167-40.6% |
| Participation rate | 8.2% | 65.8%-57.6pp | 84.0%-75.9pp | 69.0%-60.8pp |
| Annual return | 4.92% | 17.72%-12.8pp | 32.23%-27.3pp | 169.23%-164.3pp |
| Employer contribution / active EE | $120 | $2,105-94.3% | $5,501-97.8% | $1,963-93.9% |
| Participant deferral / active EE | $729 | $2,204-66.9% | $4,871-85.0% | $3,054-76.1% |
| Admin fee / account holder | $37 | $418-91.2% | $13,027-99.7% | $504-92.7% |