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 8-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).
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,181 | $99,985-89.8% | $146,665-93.1% | $85,850-88.1% |
| Participation rate | 53.3% | 73.1%-19.7pp | 80.1%-26.7pp | 69.3%-16.0pp |
| Annual return | 18.22% | 18.93%-0.7pp | 22.74%-4.5pp | 318.53%-300.3pp |
| Employer contribution / active EE | $657 | $2,559-74.3% | $4,136-84.1% | $2,565-74.4% |
| Participant deferral / active EE | $1,703 | $4,006-57.5% | $5,506-69.1% | $3,952-56.9% |
| Admin fee / account holder | $0 | $7,702-100.0% | $10,280-100.0% | $6,260-100.0% |