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 | $32,513 | $57,108-43.1% | $94,224-65.5% | $52,331-37.9% |
| Participation rate | 61.0% | 72.9%-12.0pp | 78.8%-17.8pp | 68.1%-7.1pp |
| Annual return | 0.14% | 1.47%-1.3pp | 10.68%-10.5pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,072 | $1,735-38.2% | $3,587-70.1% | $1,882-43.0% |
| Participant deferral / active EE | $1,830 | $3,040-39.8% | $4,320-57.6% | $3,022-39.4% |
| Admin fee / account holder | $3 | $546-99.5% | $6,269-100.0% | $592-99.6% |