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.
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 | $60,844 | $69,362-12.3% | $101,248-39.9% | $73,488-17.2% |
| Participation rate | 18.1% | 68.4%-50.3pp | 75.8%-57.7pp | 70.7%-52.6pp |
| Annual return | 14.29% | 18.46%-4.2pp | 46.47%-32.2pp | 28.51%-14.2pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $863 | $3,300-73.8% | $4,370-80.2% | $3,740-76.9% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |