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 | $34,017 | $35,986-5.5% | $77,482-56.1% | $73,488-53.7% |
| Participation rate | 54.4% | 40.8%+13.6pp | 54.2%+0.2pp | 70.7%-16.3pp |
| Annual return | 18.42% | 19.26%-0.8pp | 54.79%-36.4pp | 28.51%-10.1pp |
| Employer contribution / active EE | $877 | $557+57.3% | $986-11.1% | $2,270-61.4% |
| Participant deferral / active EE | $1,587 | $1,198+32.5% | $1,861-14.7% | $3,740-57.6% |
| Admin fee / account holder | $17 | $466-96.3% | $2,858-99.4% | $513-96.7% |