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 8-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.
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 | $12,506 | $51,288-75.6% | $81,983-84.7% | $73,409-83.0% |
| Participation rate | 63.0% | 64.0%-1.0pp | 69.2%-6.2pp | 72.2%-9.2pp |
| Annual return | 56.49% | 29.48%+27.0pp | 41.31%+15.2pp | 59.29%-2.8pp |
| Employer contribution / active EE | $507 | $1,487-65.9% | $2,498-79.7% | $2,234-77.3% |
| Participant deferral / active EE | $2,853 | $2,715+5.1% | $3,722-23.3% | $3,805-25.0% |
| Admin fee / account holder | $7 | $125-94.8% | $5,664-99.9% | $158-95.9% |