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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,125 | $54,193-46.3% | $93,606-68.9% | $77,643-62.5% |
| Participation rate | 28.5% | 63.9%-35.5pp | 68.7%-40.2pp | 70.6%-42.1pp |
| Annual return | 12.66% | 30.54%-17.9pp | 133.20%-120.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $497 | $1,168-57.4% | $2,420-79.5% | $2,726-81.8% |
| Participant deferral / active EE | $832 | $3,144-73.5% | $4,411-81.1% | $4,647-82.1% |
| Admin fee / account holder | $53 | $576-90.7% | $8,285-99.4% | $430-87.6% |