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.
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 | $27,281 | $40,522-32.7% | $84,611-67.8% | $67,579-59.6% |
| Participation rate | 24.7% | 51.1%-26.4pp | 68.2%-43.5pp | 71.3%-46.5pp |
| Annual return | 8.18% | 32.72%-24.5pp | 258.74%-250.6pp | 378.56%-370.4pp |
| Employer contribution / active EE | $456 | $1,146-60.2% | $2,652-82.8% | $2,148-78.8% |
| Participant deferral / active EE | $921 | $2,132-56.8% | $3,899-76.4% | $3,539-74.0% |
| Admin fee / account holder | $27 | $145-81.4% | $4,912-99.5% | $142-81.0% |