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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,893 | $55,453-46.1% | $170,442-82.5% | $62,292-52.0% |
| Participation rate | 23.1% | 66.4%-43.3pp | 83.6%-60.5pp | 69.5%-46.4pp |
| Annual return | 34.79% | 21.38%+13.4pp | 205.93%-171.1pp | 28.90%+5.9pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $627 | $2,303-72.8% | $4,939-87.3% | $3,169-80.2% |
| Admin fee / account holder | $14 | $455-97.0% | $13,880-99.9% | $479-97.1% |