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 | $31,776 | $55,453-42.7% | $170,442-81.4% | $62,292-49.0% |
| Participation rate | 67.2% | 66.4%+0.8pp | 83.6%-16.4pp | 69.5%-2.4pp |
| Annual return | 13.70% | 21.38%-7.7pp | 205.93%-192.2pp | 28.90%-15.2pp |
| Employer contribution / active EE | $854 | $2,164-60.6% | $5,433-84.3% | $2,042-58.2% |
| Participant deferral / active EE | $987 | $2,303-57.1% | $4,939-80.0% | $3,169-68.8% |
| Admin fee / account holder | $21 | $455-95.4% | $13,880-99.8% | $479-95.6% |