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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,955 | $39,819-85.0% | $67,834-91.2% | $57,658-89.7% |
| Participation rate | 18.0% | 61.2%-43.2pp | 68.8%-50.8pp | 70.2%-52.2pp |
| Annual return | 29.61% | 9.19%+20.4pp | 138.47%-108.9pp | 5.13%+24.5pp |
| Employer contribution / active EE | $194 | $1,277-84.8% | $2,403-91.9% | $1,974-90.2% |
| Participant deferral / active EE | $549 | $2,209-75.1% | $3,160-82.6% | $3,061-82.1% |
| Admin fee / account holder | $17 | $84-79.3% | $4,622-99.6% | $95-81.7% |