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 | $76,209 | $25,723+196.3% | $69,182+10.2% | $55,167+38.1% |
| Participation rate | 10.7% | 39.4%-28.8pp | 55.1%-44.4pp | 69.0%-58.3pp |
| Annual return | 12.44% | 9.56%+2.9pp | -21.93%+34.4pp | 169.23%-156.8pp |
| Employer contribution / active EE | $191 | $480-60.3% | $1,206-84.2% | $1,963-90.3% |
| Participant deferral / active EE | $741 | $963-23.1% | $1,897-61.0% | $3,054-75.8% |
| Admin fee / account holder | $78 | $365-78.6% | $2,697-97.1% | $504-84.5% |