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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,503 | $64,909-76.1% | $82,313-81.2% | $62,292-75.1% |
| Participation rate | 41.6% | 74.9%-33.3pp | 76.9%-35.3pp | 69.5%-27.9pp |
| Annual return | 21.45% | 21.18%+0.3pp | 25.88%-4.4pp | 28.90%-7.4pp |
| Employer contribution / active EE | $626 | $1,676-62.7% | $2,428-74.2% | $2,042-69.4% |
| Participant deferral / active EE | $787 | $3,103-74.6% | $3,706-78.8% | $3,169-75.2% |
| Admin fee / account holder | $7 | $440-98.4% | $5,608-99.9% | $479-98.5% |