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 | $42,430 | $43,423-2.3% | $78,689-46.1% | $55,167-23.1% |
| Participation rate | 58.5% | 68.0%-9.5pp | 73.6%-15.0pp | 69.0%-10.5pp |
| Annual return | 4.41% | 11.53%-7.1pp | 62.18%-57.8pp | 169.23%-164.8pp |
| Employer contribution / active EE | $873 | $1,997-56.3% | $2,851-69.4% | $1,963-55.5% |
| Participant deferral / active EE | $2,456 | $2,509-2.1% | $3,517-30.2% | $3,054-19.6% |
| Admin fee / account holder | $75 | $416-82.0% | $4,510-98.3% | $504-85.2% |