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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,183 | $78,705-18.5% | $117,854-45.5% | $70,131-8.5% |
| Participation rate | 54.9% | 73.2%-18.3pp | 79.7%-24.7pp | 69.5%-14.6pp |
| Annual return | 18.00% | 23.30%-5.3pp | 335.08%-317.1pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,039 | $2,223-53.3% | $3,786-72.5% | $2,342-55.6% |
| Participant deferral / active EE | $4,157 | $3,297+26.1% | $4,482-7.2% | $3,332+24.8% |
| Admin fee / account holder | $472 | $5,065-90.7% | $8,020-94.1% | $4,645-89.8% |