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 | $43,753 | $69,362-36.9% | $101,248-56.8% | $73,488-40.5% |
| Participation rate | 59.7% | 68.4%-8.7pp | 75.8%-16.1pp | 70.7%-11.0pp |
| Annual return | 13.07% | 18.46%-5.4pp | 46.47%-33.4pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,924 | $2,628-26.8% | $3,660-47.4% | $2,270-15.2% |
| Participant deferral / active EE | $3,390 | $3,300+2.7% | $4,370-22.4% | $3,740-9.4% |
| Admin fee / account holder | $215 | $704-69.5% | $5,945-96.4% | $513-58.2% |