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 | $51,983 | $46,722+11.3% | $130,648-60.2% | $65,185-20.3% |
| Participation rate | 41.0% | 60.9%-19.9pp | 71.7%-30.7pp | 70.2%-29.2pp |
| Annual return | 22.31% | 24.17%-1.9pp | 1708.96%-1686.6pp | 29.38%-7.1pp |
| Employer contribution / active EE | $1,088 | $1,488-26.9% | $4,092-73.4% | $2,177-50.0% |
| Participant deferral / active EE | $2,256 | $2,545-11.4% | $3,603-37.4% | $3,514-35.8% |
| Admin fee / account holder | $0 | $453-100.0% | $5,464-100.0% | $847-100.0% |