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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $39,287 | $55,449-29.1% | $83,848-53.1% | $56,287-30.2% |
| Participation rate | 30.7% | 68.0%-37.3pp | 76.1%-45.5pp | 69.9%-39.2pp |
| Annual return | -6.03% | -1.38%-4.7pp | 850.88%-856.9pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,085 | $2,430-55.3% | $3,631-70.1% | $2,111-48.6% |
| Participant deferral / active EE | $2,114 | $2,935-28.0% | $4,082-48.2% | $3,350-36.9% |
| Admin fee / account holder | $12 | $656-98.1% | $5,478-99.8% | $521-97.7% |