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.
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 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 | $47,242 | $58,879-19.8% | $178,490-73.5% | $73,488-35.7% |
| Participation rate | 34.8% | 66.2%-31.4pp | 81.9%-47.1pp | 70.7%-35.9pp |
| Annual return | 20.15% | 24.86%-4.7pp | 151.07%-130.9pp | 28.51%-8.4pp |
| Employer contribution / active EE | $511 | $2,236-77.1% | $5,011-89.8% | $2,270-77.5% |
| Participant deferral / active EE | $1,300 | $2,567-49.3% | $5,202-75.0% | $3,740-65.2% |
| Admin fee / account holder | $2 | $400-99.5% | $13,984-100.0% | $513-99.6% |