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 8-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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,244 | $35,986-27.1% | $77,482-66.1% | $73,488-64.3% |
| Participation rate | 25.7% | 40.8%-15.1pp | 54.2%-28.4pp | 70.7%-44.9pp |
| Annual return | 24.84% | 19.26%+5.6pp | 54.79%-29.9pp | 28.51%-3.7pp |
| Employer contribution / active EE | $918 | $557+64.7% | $986-7.0% | $2,270-59.6% |
| Participant deferral / active EE | $1,747 | $1,198+45.8% | $1,861-6.2% | $3,740-53.3% |
| Admin fee / account holder | $289 | $466-38.0% | $2,858-89.9% | $513-43.7% |