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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,733 | $58,879-22.3% | $178,490-74.4% | $73,488-37.8% |
| Participation rate | 24.1% | 66.2%-42.2pp | 81.9%-57.9pp | 70.7%-46.6pp |
| Annual return | 12.68% | 24.86%-12.2pp | 151.07%-138.4pp | 28.51%-15.8pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $978 | $2,567-61.9% | $5,202-81.2% | $3,740-73.9% |
| Admin fee / account holder | $387 | $400-3.3% | $13,984-97.2% | $513-24.6% |