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 | $42,528 | $63,924-33.5% | $108,579-60.8% | $55,167-22.9% |
| Participation rate | 53.9% | 74.3%-20.4pp | 79.6%-25.6pp | 69.0%-15.1pp |
| Annual return | 18.71% | 15.31%+3.4pp | -51.70%+70.4pp | 169.23%-150.5pp |
| Employer contribution / active EE | $1,638 | $1,879-12.9% | $3,758-56.4% | $1,963-16.6% |
| Participant deferral / active EE | $3,332 | $3,067+8.6% | $4,311-22.7% | $3,054+9.1% |
| Admin fee / account holder | $31 | $618-95.0% | $7,645-99.6% | $504-93.9% |