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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $6,239 | $55,453-88.7% | $170,442-96.3% | $62,292-90.0% |
| Participation rate | 31.4% | 66.4%-35.0pp | 83.6%-52.2pp | 69.5%-38.1pp |
| Annual return | 58.60% | 21.38%+37.2pp | 205.93%-147.3pp | 28.90%+29.7pp |
| Employer contribution / active EE | $335 | $2,164-84.5% | $5,433-93.8% | $2,042-83.6% |
| Participant deferral / active EE | $330 | $2,303-85.7% | $4,939-93.3% | $3,169-89.6% |
| Admin fee / account holder | $67 | $455-85.4% | $13,880-99.5% | $479-86.1% |