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 | $16,739 | $46,732-64.2% | $156,549-89.3% | $55,167-69.7% |
| Participation rate | 32.0% | 65.8%-33.8pp | 84.0%-52.0pp | 69.0%-37.0pp |
| Annual return | 6.59% | 17.72%-11.1pp | 32.23%-25.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $495 | $2,105-76.5% | $5,501-91.0% | $1,963-74.8% |
| Participant deferral / active EE | $712 | $2,204-67.7% | $4,871-85.4% | $3,054-76.7% |
| Admin fee / account holder | $3 | $418-99.3% | $13,027-100.0% | $504-99.4% |