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.
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).
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 | $10,893 | $37,213-70.7% | $156,549-93.0% | $63,975-83.0% |
| Participation rate | 16.3% | 65.0%-48.7pp | 84.0%-67.8pp | 71.1%-54.9pp |
| Annual return | 24.16% | 47.89%-23.7pp | 32.23%-8.1pp | 48.65%-24.5pp |
| Employer contribution / active EE | $41 | $1,357-97.0% | $5,501-99.3% | $2,182-98.1% |
| Participant deferral / active EE | $560 | $2,070-73.0% | $4,871-88.5% | $3,356-83.3% |
| Admin fee / account holder | $23 | $56-59.5% | $13,027-99.8% | $70-67.6% |