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 | $38,537 | $26,805+43.8% | $59,496-35.2% | $52,331-26.4% |
| Participation rate | 50.3% | 39.3%+11.0pp | 54.6%-4.3pp | 68.1%-17.8pp |
| Annual return | -1.51% | 2.61%-4.1pp | 182.05%-183.6pp | 4.54%-6.0pp |
| Employer contribution / active EE | $288 | $450-36.1% | $1,153-75.1% | $1,882-84.7% |
| Participant deferral / active EE | $1,126 | $916+22.9% | $1,829-38.4% | $3,022-62.7% |
| Admin fee / account holder | $0 | $305-100.0% | $2,232-100.0% | $592-100.0% |