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 | $23,143 | $52,953-56.3% | $172,739-86.6% | $65,185-64.5% |
| Participation rate | 59.1% | 66.2%-7.1pp | 82.6%-23.5pp | 70.2%-11.1pp |
| Annual return | 19.11% | 30.12%-11.0pp | 802.84%-783.7pp | 29.38%-10.3pp |
| Employer contribution / active EE | $1,077 | $2,190-50.8% | $5,143-79.1% | $2,177-50.5% |
| Participant deferral / active EE | $2,148 | $2,471-13.1% | $5,198-58.7% | $3,514-38.9% |
| Admin fee / account holder | $226 | $472-52.0% | $13,954-98.4% | $847-73.3% |