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.
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 | $28,559 | $60,165-52.5% | $74,183-61.5% | $55,167-48.2% |
| Participation rate | 43.4% | 74.2%-30.7pp | 76.6%-33.2pp | 69.0%-25.6pp |
| Annual return | 7.05% | 10.00%-2.9pp | 17.74%-10.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $819 | $1,600-48.8% | $2,370-65.4% | $1,963-58.3% |
| Participant deferral / active EE | $1,204 | $2,973-59.5% | $3,550-66.1% | $3,054-60.6% |
| Admin fee / account holder | $11 | $419-97.3% | $5,586-99.8% | $504-97.8% |