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).
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 | $32,345 | $31,679+2.1% | $74,701-56.7% | $65,185-50.4% |
| Participation rate | 42.3% | 40.4%+2.0pp | 54.5%-12.2pp | 70.2%-27.9pp |
| Annual return | 23.69% | 39.04%-15.4pp | 752.92%-729.2pp | 29.38%-5.7pp |
| Employer contribution / active EE | $325 | $566-42.6% | $1,084-70.0% | $2,177-85.1% |
| Participant deferral / active EE | $797 | $1,191-33.1% | $1,964-59.4% | $3,514-77.3% |
| Admin fee / account holder | $167 | $379-55.9% | $3,333-95.0% | $847-80.3% |