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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,250 | $50,385-45.9% | $75,670-64.0% | $62,292-56.3% |
| Participation rate | 64.5% | 67.7%-3.2pp | 72.3%-7.8pp | 69.5%-5.0pp |
| Annual return | 20.40% | 19.90%+0.5pp | 27.34%-6.9pp | 28.90%-8.5pp |
| Employer contribution / active EE | $297 | $1,537-80.7% | $2,352-87.4% | $2,042-85.4% |
| Participant deferral / active EE | $1,566 | $2,445-36.0% | $3,142-50.2% | $3,169-50.6% |
| Admin fee / account holder | $11 | $384-97.1% | $5,800-99.8% | $479-97.7% |