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 | $20,996 | $55,453-62.1% | $170,442-87.7% | $62,292-66.3% |
| Participation rate | 65.0% | 66.4%-1.4pp | 83.6%-18.6pp | 69.5%-4.5pp |
| Annual return | 16.74% | 21.38%-4.6pp | 205.93%-189.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $791 | $2,164-63.5% | $5,433-85.4% | $2,042-61.3% |
| Participant deferral / active EE | $892 | $2,303-61.2% | $4,939-81.9% | $3,169-71.8% |
| Admin fee / account holder | $11 | $455-97.7% | $13,880-99.9% | $479-97.8% |