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 | $28,469 | $58,879-51.6% | $178,490-84.0% | $73,488-61.3% |
| Participation rate | 62.9% | 66.2%-3.3pp | 81.9%-19.0pp | 70.7%-7.7pp |
| Annual return | 14.87% | 24.86%-10.0pp | 151.07%-136.2pp | 28.51%-13.6pp |
| Employer contribution / active EE | $1,390 | $2,236-37.8% | $5,011-72.2% | $2,270-38.7% |
| Participant deferral / active EE | $2,408 | $2,567-6.2% | $5,202-53.7% | $3,740-35.6% |
| Admin fee / account holder | $143 | $400-64.2% | $13,984-99.0% | $513-72.0% |