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.
Annual investment return 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 | $27,116 | $35,986-24.6% | $77,482-65.0% | $73,488-63.1% |
| Participation rate | 35.4% | 40.8%-5.4pp | 54.2%-18.8pp | 70.7%-35.3pp |
| Annual return | 9.68% | 19.26%-9.6pp | 54.79%-45.1pp | 28.51%-18.8pp |
| Employer contribution / active EE | $712 | $557+27.8% | $986-27.8% | $2,270-68.6% |
| Participant deferral / active EE | $1,710 | $1,198+42.7% | $1,861-8.1% | $3,740-54.3% |
| Admin fee / account holder | $170 | $466-63.4% | $2,858-94.0% | $513-66.8% |