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 | $32,733 | $62,928-48.0% | $172,739-81.1% | $67,579-51.6% |
| Participation rate | 25.0% | 64.5%-39.5pp | 82.6%-57.6pp | 71.3%-46.3pp |
| Annual return | 18.08% | 30.36%-12.3pp | 802.84%-784.8pp | 378.56%-360.5pp |
| Employer contribution / active EE | $553 | $1,636-66.2% | $5,143-89.3% | $2,148-74.3% |
| Participant deferral / active EE | $422 | $2,145-80.3% | $5,198-91.9% | $3,539-88.1% |
| Admin fee / account holder | $161 | $167-3.5% | $13,954-98.8% | $142+13.0% |