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 | $41,259 | $54,590-24.4% | $81,930-49.6% | $73,488-43.9% |
| Participation rate | 25.8% | 68.3%-42.5pp | 72.0%-46.2pp | 70.7%-44.9pp |
| Annual return | 16.10% | 17.74%-1.6pp | 29.49%-13.4pp | 28.51%-12.4pp |
| Employer contribution / active EE | $853 | $1,636-47.9% | $4,310-80.2% | $2,270-62.4% |
| Participant deferral / active EE | $1,418 | $2,759-48.6% | $7,107-80.0% | $3,740-62.1% |
| Admin fee / account holder | $237 | $592-60.0% | $5,158-95.4% | $513-53.8% |