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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,587 | $51,466-69.7% | $78,778-80.2% | $62,292-75.0% |
| Participation rate | 50.0% | 59.8%-9.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 13.48% | 19.96%-6.5pp | 35.62%-22.1pp | 28.90%-15.4pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,510 | $2,147-29.7% | $2,958-49.0% | $3,169-52.4% |
| Admin fee / account holder | $55 | $489-88.8% | $5,134-98.9% | $479-88.6% |