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 | $32,740 | $53,925-39.3% | $75,670-56.7% | $69,631-53.0% |
| Participation rate | 36.1% | 71.2%-35.1pp | 72.3%-36.2pp | 70.7%-34.5pp |
| Annual return | 15.66% | 17.84%-2.2pp | 27.34%-11.7pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $887 | $1,802-50.8% | $2,352-62.3% | $2,032-56.4% |
| Participant deferral / active EE | $1,601 | $2,569-37.7% | $3,142-49.0% | $3,224-50.3% |
| Admin fee / account holder | $12 | $97-88.1% | $5,800-99.8% | $110-89.6% |