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 | $37,686 | $58,726-35.8% | $92,233-59.1% | $62,292-39.5% |
| Participation rate | 34.1% | 68.3%-34.3pp | 76.5%-42.4pp | 69.5%-35.4pp |
| Annual return | 16.78% | 43.62%-26.8pp | 176.28%-159.5pp | 28.90%-12.1pp |
| Employer contribution / active EE | $848 | $2,392-64.5% | $3,679-77.0% | $2,042-58.5% |
| Participant deferral / active EE | $1,387 | $2,766-49.9% | $3,897-64.4% | $3,169-56.2% |
| Admin fee / account holder | $92 | $556-83.4% | $5,194-98.2% | $479-80.8% |