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 | $57,005 | $57,354-0.6% | $83,848-32.0% | $64,186-11.2% |
| Participation rate | 63.3% | 68.6%-5.3pp | 76.1%-12.9pp | 69.6%-6.3pp |
| Annual return | 7.78% | 11.38%-3.6pp | 850.88%-843.1pp | 7.63%+0.1pp |
| Employer contribution / active EE | $1,188 | $2,545-53.3% | $3,631-67.3% | $2,381-50.1% |
| Participant deferral / active EE | $2,319 | $2,993-22.5% | $4,082-43.2% | $3,470-33.2% |
| Admin fee / account holder | $31 | $4,046-99.2% | $5,478-99.4% | $4,888-99.4% |