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 | $21,870 | $109,359-80.0% | $162,163-86.5% | $72,985-70.0% |
| Participation rate | 60.6% | 84.3%-23.6pp | 87.6%-26.9pp | 69.5%-8.8pp |
| Annual return | 18.92% | 25.46%-6.5pp | 115.59%-96.7pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,017 | $3,907-48.4% | $5,614-64.1% | $2,440-17.3% |
| Participant deferral / active EE | $3,254 | $5,481-40.6% | $7,298-55.4% | $3,607-9.8% |
| Admin fee / account holder | $17 | $7,972-99.8% | $10,843-99.8% | $5,124-99.7% |