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).
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 | $23,208 | $91,190-74.5% | $178,490-87.0% | $79,858-70.9% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 10.09% | 24.19%-14.1pp | 151.07%-141.0pp | 31.71%-21.6pp |
| Employer contribution / active EE | $2,524 | $3,256-22.5% | $5,011-49.6% | $2,471+2.2% |
| Participant deferral / active EE | $1,714 | $3,236-47.0% | $5,202-67.0% | $3,740-54.2% |
| Admin fee / account holder | $2 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |