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 | $8,573 | $47,977-82.1% | $154,107-94.4% | $56,287-84.8% |
| Participation rate | 32.0% | 66.2%-34.2pp | 83.0%-51.0pp | 69.9%-37.9pp |
| Annual return | -6.04% | 3.54%-9.6pp | 735.12%-741.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $423 | $2,169-80.5% | $5,298-92.0% | $2,111-80.0% |
| Participant deferral / active EE | $330 | $2,392-86.2% | $5,081-93.5% | $3,350-90.2% |
| Admin fee / account holder | $170 | $438-61.2% | $13,411-98.7% | $521-67.4% |