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 | $11,211 | $44,989-75.1% | $170,442-93.4% | $77,958-85.6% |
| Participation rate | 20.0% | 64.6%-44.6pp | 83.6%-63.6pp | 71.6%-51.7pp |
| Annual return | 30.85% | 19.61%+11.2pp | 205.93%-175.1pp | 20.87%+10.0pp |
| Employer contribution / active EE | $54 | $1,466-96.3% | $5,433-99.0% | $2,310-97.7% |
| Participant deferral / active EE | $752 | $2,208-65.9% | $4,939-84.8% | $3,537-78.7% |
| Admin fee / account holder | $16 | $69-77.0% | $13,880-99.9% | $97-83.7% |