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.
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).
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 | $6,074 | $53,925-88.7% | $75,670-92.0% | $69,631-91.3% |
| Participation rate | 64.7% | 71.2%-6.5pp | 72.3%-7.6pp | 70.7%-6.0pp |
| Annual return | 25.11% | 17.84%+7.3pp | 27.34%-2.2pp | 27571.02%-27545.9pp |
| Employer contribution / active EE | $861 | $1,802-52.2% | $2,352-63.4% | $2,032-57.6% |
| Participant deferral / active EE | $1,084 | $2,569-57.8% | $3,142-65.5% | $3,224-66.4% |
| Admin fee / account holder | $1 | $97-99.3% | $5,800-100.0% | $110-99.3% |