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 3-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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,054 | $78,485-74.4% | $106,213-81.1% | $74,495-73.1% |
| Participation rate | 59.5% | 72.8%-13.3pp | 75.3%-15.8pp | 67.2%-7.7pp |
| Annual return | 22.62% | 15.95%+6.7pp | 116.14%-93.5pp | 1364.94%-1342.3pp |
| Employer contribution / active EE | $1,498 | $2,523-40.6% | $3,171-52.8% | $2,623-42.9% |
| Participant deferral / active EE | $1,964 | $4,322-54.6% | $5,016-60.8% | $4,346-54.8% |
| Admin fee / account holder | $27 | $2,232-98.8% | $11,033-99.8% | $1,942-98.6% |