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 8-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 | $43,951 | $55,636-21.0% | $81,983-46.4% | $73,488-40.2% |
| Participation rate | 55.8% | 62.3%-6.5pp | 69.2%-13.5pp | 70.7%-14.9pp |
| Annual return | 16.53% | 19.07%-2.5pp | 41.31%-24.8pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,253 | $1,625-22.9% | $2,498-49.8% | $2,270-44.8% |
| Participant deferral / active EE | $2,206 | $2,762-20.1% | $3,722-40.7% | $3,740-41.0% |
| Admin fee / account holder | $27 | $493-94.5% | $5,664-99.5% | $513-94.7% |