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.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,539 | $62,586-44.8% | $76,768-55.0% | $64,186-46.2% |
| Participation rate | 55.3% | 72.8%-17.5pp | 77.0%-21.6pp | 69.6%-14.2pp |
| Annual return | -5.27% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $123 | $1,832-93.3% | $2,485-95.0% | $2,381-94.8% |
| Participant deferral / active EE | $1,459 | $3,145-53.6% | $3,852-62.1% | $3,470-57.9% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |