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.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,393 | $60,165-61.1% | $74,183-68.5% | $55,167-57.6% |
| Participation rate | 66.7% | 74.2%-7.5pp | 76.6%-10.0pp | 69.0%-2.3pp |
| Annual return | 6.27% | 10.00%-3.7pp | 17.74%-11.5pp | 169.23%-163.0pp |
| Employer contribution / active EE | $95 | $1,600-94.0% | $2,370-96.0% | $1,963-95.1% |
| Participant deferral / active EE | $1,909 | $2,973-35.8% | $3,550-46.2% | $3,054-37.5% |
| Admin fee / account holder | $177 | $419-57.7% | $5,586-96.8% | $504-64.8% |