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 | $39,737 | $89,739-55.7% | $149,718-73.5% | $62,292-36.2% |
| Participation rate | 35.3% | 85.1%-49.8pp | 87.1%-51.8pp | 69.5%-34.2pp |
| Annual return | 20.50% | 21.01%-0.5pp | 1501.63%-1481.1pp | 28.90%-8.4pp |
| Employer contribution / active EE | $1,151 | $3,233-64.4% | $5,445-78.9% | $2,042-43.6% |
| Participant deferral / active EE | $2,895 | $4,797-39.6% | $6,569-55.9% | $3,169-8.6% |
| Admin fee / account holder | $17 | $551-96.9% | $11,283-99.8% | $479-96.4% |