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 | $31,855 | $36,767-13.4% | $81,478-60.9% | $62,292-48.9% |
| Participation rate | 18.9% | 54.4%-35.6pp | 68.0%-49.1pp | 69.5%-50.7pp |
| Annual return | 18.20% | 173.80%-155.6pp | 38.78%-20.6pp | 28.90%-10.7pp |
| Employer contribution / active EE | $330 | $1,128-70.8% | $2,568-87.2% | $2,042-83.8% |
| Participant deferral / active EE | $712 | $2,111-66.3% | $3,537-79.9% | $3,169-77.5% |
| Admin fee / account holder | $0 | $797-100.0% | $4,561-100.0% | $479-100.0% |