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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,643 | $70,908-82.2% | $98,907-87.2% | $73,488-82.8% |
| Participation rate | 58.5% | 73.8%-15.2pp | 76.0%-17.5pp | 70.7%-12.1pp |
| Annual return | 18.28% | 34.17%-15.9pp | 196.43%-178.1pp | 28.51%-10.2pp |
| Employer contribution / active EE | $577 | $2,036-71.7% | $2,689-78.5% | $2,270-74.6% |
| Participant deferral / active EE | $845 | $3,500-75.9% | $4,244-80.1% | $3,740-77.4% |
| Admin fee / account holder | $63 | $535-88.3% | $6,642-99.1% | $513-87.8% |