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 9-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 | $13,369 | $35,986-62.8% | $77,482-82.7% | $73,488-81.8% |
| Participation rate | 29.5% | 40.8%-11.3pp | 54.2%-24.7pp | 70.7%-41.2pp |
| Annual return | 19.17% | 19.26%-0.1pp | 54.79%-35.6pp | 28.51%-9.3pp |
| Employer contribution / active EE | $469 | $557-15.9% | $986-52.5% | $2,270-79.4% |
| Participant deferral / active EE | $579 | $1,198-51.7% | $1,861-68.9% | $3,740-84.5% |
| Admin fee / account holder | $12 | $466-97.4% | $2,858-99.6% | $513-97.6% |