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.
Annual investment return 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).
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 | $18,410 | $55,002-66.5% | $59,878-69.3% | $56,287-67.3% |
| Participation rate | 58.0% | 75.9%-17.9pp | 74.7%-16.7pp | 69.9%-11.8pp |
| Annual return | -6.62% | 1.13%-7.8pp | 3.46%-10.1pp | -9.96%+3.3pp |
| Employer contribution / active EE | $966 | $2,448-60.5% | $2,722-64.5% | $2,111-54.3% |
| Participant deferral / active EE | $2,045 | $3,121-34.5% | $3,402-39.9% | $3,350-39.0% |
| Admin fee / account holder | $39 | $236-83.3% | $3,590-98.9% | $521-92.4% |