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 | $11,616 | $26,805-56.7% | $59,496-80.5% | $52,331-77.8% |
| Participation rate | 43.9% | 39.3%+4.5pp | 54.6%-10.7pp | 68.1%-24.2pp |
| Annual return | -2.86% | 2.61%-5.5pp | 182.05%-184.9pp | 4.54%-7.4pp |
| Employer contribution / active EE | $549 | $450+22.1% | $1,153-52.3% | $1,882-70.8% |
| Participant deferral / active EE | $776 | $916-15.3% | $1,829-57.6% | $3,022-74.3% |
| Admin fee / account holder | $86 | $305-71.7% | $2,232-96.1% | $592-85.4% |