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 | $74,174 | $59,328+25.0% | $118,925-37.6% | $73,488+0.9% |
| Participation rate | 35.3% | 62.3%-27.0pp | 75.4%-40.0pp | 70.7%-35.3pp |
| Annual return | 14.35% | 19.13%-4.8pp | 35.88%-21.5pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,234 | $1,803-31.6% | $3,263-62.2% | $2,270-45.6% |
| Participant deferral / active EE | $2,488 | $2,604-4.5% | $4,265-41.7% | $3,740-33.5% |
| Admin fee / account holder | $65 | $600-89.1% | $6,581-99.0% | $513-87.3% |