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 | $33,947 | $46,173-26.5% | $170,442-80.1% | $69,631-51.2% |
| Participation rate | 9.1% | 63.9%-54.8pp | 83.6%-74.5pp | 70.7%-61.6pp |
| Annual return | 22.69% | 21.62%+1.1pp | 205.93%-183.2pp | 27571.02%-27548.3pp |
| Employer contribution / active EE | $514 | $1,610-68.1% | $5,433-90.5% | $2,032-74.7% |
| Participant deferral / active EE | $792 | $2,080-62.0% | $4,939-84.0% | $3,224-75.4% |
| Admin fee / account holder | $17 | $116-85.5% | $13,880-99.9% | $110-84.7% |