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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,339 | $52,953-59.7% | $172,739-87.6% | $65,185-67.3% |
| Participation rate | 48.1% | 66.2%-18.1pp | 82.6%-34.5pp | 70.2%-22.1pp |
| Annual return | 28.83% | 30.12%-1.3pp | 802.84%-774.0pp | 29.38%-0.6pp |
| Employer contribution / active EE | $1,414 | $2,190-35.4% | $5,143-72.5% | $2,177-35.0% |
| Participant deferral / active EE | $2,518 | $2,471+1.9% | $5,198-51.5% | $3,514-28.3% |
| Admin fee / account holder | $12 | $472-97.5% | $13,954-99.9% | $847-98.6% |