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.
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 | $30,211 | $63,114-52.1% | $92,893-67.5% | $65,185-53.7% |
| Participation rate | 69.9% | 68.8%+1.1pp | 76.0%-6.1pp | 70.2%-0.3pp |
| Annual return | 22.56% | 28.75%-6.2pp | 109.41%-86.9pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,753 | $2,571-31.8% | $3,653-52.0% | $2,177-19.5% |
| Participant deferral / active EE | $3,269 | $3,108+5.2% | $4,236-22.8% | $3,514-7.0% |
| Admin fee / account holder | $167 | $624-73.2% | $5,794-97.1% | $847-80.2% |