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 7-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 | $8,361 | $58,879-85.8% | $178,490-95.3% | $73,488-88.6% |
| Participation rate | 20.9% | 66.2%-45.3pp | 81.9%-61.0pp | 70.7%-49.7pp |
| Annual return | 32.41% | 24.86%+7.5pp | 151.07%-118.7pp | 28.51%+3.9pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,024 | $2,567-60.1% | $5,202-80.3% | $3,740-72.6% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |