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 | $24,548 | $39,286-37.5% | $80,716-69.6% | $79,386-69.1% |
| Participation rate | 25.7% | 41.0%-15.2pp | 54.2%-28.4pp | 70.7%-45.0pp |
| Annual return | 15.75% | 98.95%-83.2pp | 87.28%-71.5pp | 116.85%-101.1pp |
| Employer contribution / active EE | $439 | $594-26.1% | $1,160-62.2% | $2,427-81.9% |
| Participant deferral / active EE | $895 | $1,264-29.2% | $2,146-58.3% | $4,046-77.9% |
| Admin fee / account holder | $26 | $647-96.0% | $3,380-99.2% | $626-95.8% |