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.
Employer 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).
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 | $36,576 | $81,474-55.1% | $133,956-72.7% | $73,488-50.2% |
| Participation rate | 59.5% | 76.4%-16.9pp | 79.8%-20.3pp | 70.7%-11.2pp |
| Annual return | 12.51% | 19.40%-6.9pp | 45.09%-32.6pp | 28.51%-16.0pp |
| Employer contribution / active EE | $467 | $2,209-78.9% | $3,919-88.1% | $2,270-79.4% |
| Participant deferral / active EE | $2,696 | $3,786-28.8% | $5,048-46.6% | $3,740-27.9% |
| Admin fee / account holder | $14 | $713-98.0% | $8,927-99.8% | $513-97.2% |