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 | $9,494 | $31,388-69.8% | $73,545-87.1% | $62,292-84.8% |
| Participation rate | 27.7% | 39.9%-12.1pp | 54.9%-27.2pp | 69.5%-41.8pp |
| Annual return | 19.08% | 25.34%-6.3pp | -15.16%+34.2pp | 28.90%-9.8pp |
| Employer contribution / active EE | $407 | $498-18.2% | $1,219-66.6% | $2,042-80.1% |
| Participant deferral / active EE | $611 | $1,028-40.6% | $1,806-66.2% | $3,169-80.7% |
| Admin fee / account holder | $20 | $299-93.3% | $2,320-99.1% | $479-95.8% |