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 | $25,095 | $65,365-61.6% | $92,893-73.0% | $72,985-65.6% |
| Participation rate | 62.7% | 68.3%-5.6pp | 76.0%-13.3pp | 69.5%-6.7pp |
| Annual return | 18.72% | 42.10%-23.4pp | 109.41%-90.7pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,000 | $2,594-61.4% | $3,653-72.6% | $2,440-59.0% |
| Participant deferral / active EE | $2,429 | $3,128-22.3% | $4,236-42.7% | $3,607-32.7% |
| Admin fee / account holder | $35 | $4,251-99.2% | $5,794-99.4% | $5,124-99.3% |