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.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,717 | $57,976-0.4% | $62,995-8.4% | $62,292-7.3% |
| Participation rate | 25.1% | 75.9%-50.8pp | 74.8%-49.7pp | 69.5%-44.4pp |
| Annual return | 10.86% | 17.54%-6.7pp | 87.57%-76.7pp | 28.90%-18.0pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,560 | $2,956-47.2% | $3,329-53.1% | $3,169-50.8% |
| Admin fee / account holder | $67 | $276-75.7% | $3,600-98.1% | $479-86.0% |