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 | $23,504 | $62,928-62.6% | $172,739-86.4% | $67,579-65.2% |
| Participation rate | 41.5% | 64.5%-22.9pp | 82.6%-41.1pp | 71.3%-29.7pp |
| Annual return | 24.74% | 30.36%-5.6pp | 802.84%-778.1pp | 378.56%-353.8pp |
| Employer contribution / active EE | $612 | $1,636-62.6% | $5,143-88.1% | $2,148-71.5% |
| Participant deferral / active EE | $915 | $2,145-57.3% | $5,198-82.4% | $3,539-74.1% |
| Admin fee / account holder | $98 | $167-41.4% | $13,954-99.3% | $142-31.3% |