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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $8,128 | $31,679-74.3% | $74,701-89.1% | $65,185-87.5% |
| Participation rate | 60.4% | 40.4%+20.0pp | 54.5%+5.9pp | 70.2%-9.8pp |
| Annual return | 14.80% | 39.04%-24.2pp | 752.92%-738.1pp | 29.38%-14.6pp |
| Employer contribution / active EE | $534 | $566-5.7% | $1,084-50.7% | $2,177-75.5% |
| Participant deferral / active EE | $606 | $1,191-49.1% | $1,964-69.1% | $3,514-82.8% |
| Admin fee / account holder | $74 | $379-80.3% | $3,333-97.8% | $847-91.2% |