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.
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 | $80,952 | $57,976+39.6% | $62,995+28.5% | $62,292+30.0% |
| Participation rate | 35.2% | 75.9%-40.8pp | 74.8%-39.6pp | 69.5%-34.4pp |
| Annual return | 17.22% | 17.54%-0.3pp | 87.57%-70.3pp | 28.90%-11.7pp |
| Employer contribution / active EE | $618 | $2,415-74.4% | $2,759-77.6% | $2,042-69.7% |
| Participant deferral / active EE | $1,417 | $2,956-52.1% | $3,329-57.4% | $3,169-55.3% |
| Admin fee / account holder | $5 | $276-98.3% | $3,600-99.9% | $479-99.0% |