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 8-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.
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 | $17,621 | $89,652-80.3% | $141,162-87.5% | $65,185-73.0% |
| Participation rate | 67.8% | 74.7%-6.9pp | 82.5%-14.7pp | 70.2%-2.4pp |
| Annual return | 36.49% | 32.79%+3.7pp | 71.39%-34.9pp | 29.38%+7.1pp |
| Employer contribution / active EE | $2,681 | $3,065-12.5% | $4,735-43.4% | $2,177+23.2% |
| Participant deferral / active EE | $5,544 | $5,691-2.6% | $6,709-17.4% | $3,514+57.8% |
| Admin fee / account holder | $33 | $569-94.2% | $10,261-99.7% | $847-96.1% |