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 | $29,038 | $35,986-19.3% | $77,482-62.5% | $73,488-60.5% |
| Participation rate | 33.9% | 40.8%-7.0pp | 54.2%-20.3pp | 70.7%-36.8pp |
| Annual return | 20.10% | 19.26%+0.8pp | 54.79%-34.7pp | 28.51%-8.4pp |
| Employer contribution / active EE | $360 | $557-35.5% | $986-63.5% | $2,270-84.2% |
| Participant deferral / active EE | $607 | $1,198-49.3% | $1,861-67.4% | $3,740-83.8% |
| Admin fee / account holder | $0 | $466-100.0% | $2,858-100.0% | $513-100.0% |