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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,493 | $52,293-85.7% | $178,490-95.8% | $73,409-89.8% |
| Participation rate | 18.9% | 65.3%-46.4pp | 81.9%-63.0pp | 72.2%-53.3pp |
| Annual return | 37.48% | 34.75%+2.7pp | 151.07%-113.6pp | 59.29%-21.8pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $604 | $2,332-74.1% | $5,202-88.4% | $3,805-84.1% |
| Admin fee / account holder | $75 | $127-41.4% | $13,984-99.5% | $158-52.7% |