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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,577 | $81,908-50.5% | $90,749-55.3% | $64,808-37.4% |
| Participation rate | 40.3% | 80.5%-40.2pp | 75.7%-35.4pp | 71.5%-31.2pp |
| Annual return | 1.58% | -12.53%+14.1pp | -12.16%+13.7pp | 32.82%-31.2pp |
| Employer contribution / active EE | $1,477 | $3,065-51.8% | $2,921-49.4% | $2,506-41.1% |
| Participant deferral / active EE | $3,317 | $4,840-31.5% | $4,564-27.3% | $4,310-23.1% |
| Admin fee / account holder | $74 | $157-53.1% | $8,445-99.1% | $188-60.8% |