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 | $26,637 | $39,948-33.3% | $89,391-70.2% | $73,409-63.7% |
| Participation rate | 30.8% | 50.4%-19.6pp | 68.0%-37.2pp | 72.2%-41.4pp |
| Annual return | 20.66% | 50.12%-29.5pp | 245.62%-225.0pp | 59.29%-38.6pp |
| Employer contribution / active EE | $712 | $1,200-40.7% | $2,586-72.5% | $2,234-68.1% |
| Participant deferral / active EE | $1,314 | $2,193-40.1% | $3,890-66.2% | $3,805-65.5% |
| Admin fee / account holder | $33 | $134-75.7% | $4,881-99.3% | $158-79.3% |