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).
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 | $51,135 | $66,124-22.7% | $90,404-43.4% | $73,488-30.4% |
| Participation rate | 9.0% | 69.7%-60.7pp | 72.7%-63.7pp | 70.7%-61.7pp |
| Annual return | 20.22% | 17.65%+2.6pp | 1293.02%-1272.8pp | 28.51%-8.3pp |
| Employer contribution / active EE | $156 | $2,346-93.4% | $3,262-95.2% | $2,270-93.1% |
| Participant deferral / active EE | $932 | $3,039-69.3% | $3,963-76.5% | $3,740-75.1% |
| Admin fee / account holder | $241 | $396-39.2% | $5,611-95.7% | $513-53.1% |