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 | $19,260 | $46,732-58.8% | $156,549-87.7% | $55,167-65.1% |
| Participation rate | 36.0% | 65.8%-29.8pp | 84.0%-48.0pp | 69.0%-33.0pp |
| Annual return | 7.65% | 17.72%-10.1pp | 32.23%-24.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $455 | $2,105-78.4% | $5,501-91.7% | $1,963-76.8% |
| Participant deferral / active EE | $714 | $2,204-67.6% | $4,871-85.4% | $3,054-76.6% |
| Admin fee / account holder | $105 | $418-74.9% | $13,027-99.2% | $504-79.2% |