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 | $54,012 | $54,573-1.0% | $90,951-40.6% | $73,488-26.5% |
| Participation rate | 24.7% | 61.2%-36.5pp | 69.0%-44.4pp | 70.7%-46.0pp |
| Annual return | 22.23% | 16.69%+5.5pp | 134.60%-112.4pp | 28.51%-6.3pp |
| Employer contribution / active EE | $569 | $991-42.7% | $2,122-73.2% | $2,270-75.0% |
| Participant deferral / active EE | $1,314 | $2,517-47.8% | $3,373-61.0% | $3,740-64.9% |
| Admin fee / account holder | $16 | $521-96.9% | $5,959-99.7% | $513-96.9% |