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 | $57,772 | $48,576+18.9% | $169,463-65.9% | $56,287+2.6% |
| Participation rate | 44.0% | 65.8%-21.8pp | 77.8%-33.8pp | 69.9%-25.8pp |
| Annual return | -6.14% | -2.51%-3.6pp | 1.83%-8.0pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,020 | $1,559-34.6% | $4,159-75.5% | $2,111-51.7% |
| Participant deferral / active EE | $2,192 | $3,275-33.1% | $5,277-58.5% | $3,350-34.5% |
| Admin fee / account holder | $278 | $435-36.2% | $9,109-97.0% | $521-46.7% |