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.
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 | $18,920 | $52,293-63.8% | $178,490-89.4% | $73,409-74.2% |
| Participation rate | 47.4% | 65.3%-17.9pp | 81.9%-34.5pp | 72.2%-24.7pp |
| Annual return | 24.28% | 34.75%-10.5pp | 151.07%-126.8pp | 59.29%-35.0pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,136 | $2,332-8.4% | $5,202-58.9% | $3,805-43.9% |
| Admin fee / account holder | $6 | $127-95.3% | $13,984-100.0% | $158-96.2% |