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 | $39,457 | $72,492-45.6% | $87,100-54.7% | $72,985-45.9% |
| Participation rate | 54.3% | 72.8%-18.6pp | 76.9%-22.6pp | 69.5%-15.2pp |
| Annual return | 22.64% | 24.46%-1.8pp | 28.19%-5.5pp | 81.00%-58.4pp |
| Employer contribution / active EE | $129 | $1,894-93.2% | $2,521-94.9% | $2,440-94.7% |
| Participant deferral / active EE | $1,654 | $3,270-49.4% | $4,049-59.1% | $3,607-54.1% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,497-100.0% | $5,124-100.0% |