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.
Annual investment return 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 | $27,676 | $52,953-47.7% | $172,739-84.0% | $65,185-57.5% |
| Participation rate | 50.8% | 66.2%-15.4pp | 82.6%-31.9pp | 70.2%-19.4pp |
| Annual return | 4.18% | 30.12%-25.9pp | 802.84%-798.7pp | 29.38%-25.2pp |
| Employer contribution / active EE | $1,159 | $2,190-47.1% | $5,143-77.5% | $2,177-46.8% |
| Participant deferral / active EE | $2,008 | $2,471-18.7% | $5,198-61.4% | $3,514-42.8% |
| Admin fee / account holder | $15 | $472-96.9% | $13,954-99.9% | $847-98.3% |