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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,868 | $64,909-54.0% | $82,313-63.7% | $62,292-52.1% |
| Participation rate | 59.7% | 74.9%-15.2pp | 76.9%-17.2pp | 69.5%-9.8pp |
| Annual return | 18.55% | 21.18%-2.6pp | 25.88%-7.3pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,289 | $1,676-23.1% | $2,428-46.9% | $2,042-36.9% |
| Participant deferral / active EE | $2,296 | $3,103-26.0% | $3,706-38.1% | $3,169-27.6% |
| Admin fee / account holder | $36 | $440-91.9% | $5,608-99.4% | $479-92.5% |