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 | $21,260 | $62,624-66.1% | $177,989-88.1% | $77,643-72.6% |
| Participation rate | 33.8% | 66.8%-33.0pp | 77.1%-43.3pp | 70.6%-36.7pp |
| Annual return | 15.63% | 16.16%-0.5pp | 294.48%-278.9pp | 31.24%-15.6pp |
| Employer contribution / active EE | $810 | $1,909-57.6% | $3,949-79.5% | $2,726-70.3% |
| Participant deferral / active EE | $1,306 | $4,219-69.0% | $6,276-79.2% | $4,647-71.9% |
| Admin fee / account holder | $33 | $386-91.4% | $10,363-99.7% | $430-92.3% |