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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,347 | $62,928-91.5% | $172,739-96.9% | $67,579-92.1% |
| Participation rate | 21.1% | 64.5%-43.4pp | 82.6%-61.6pp | 71.3%-50.2pp |
| Annual return | 24.63% | 30.36%-5.7pp | 802.84%-778.2pp | 378.56%-353.9pp |
| Employer contribution / active EE | $257 | $1,636-84.3% | $5,143-95.0% | $2,148-88.0% |
| Participant deferral / active EE | $400 | $2,145-81.4% | $5,198-92.3% | $3,539-88.7% |
| Admin fee / account holder | $22 | $167-86.7% | $13,954-99.8% | $142-84.4% |