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.
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 | $41,966 | $63,156-33.6% | $122,332-65.7% | $62,292-32.6% |
| Participation rate | 56.8% | 60.0%-3.2pp | 71.6%-14.8pp | 69.5%-12.7pp |
| Annual return | 18.18% | 20.61%-2.4pp | 30.27%-12.1pp | 28.90%-10.7pp |
| Employer contribution / active EE | $3,064 | $1,385+121.3% | $4,050-24.4% | $2,042+50.0% |
| Participant deferral / active EE | $5,530 | $2,321+138.2% | $3,287+68.2% | $3,169+74.5% |
| Admin fee / account holder | $5 | $440-99.0% | $5,478-99.9% | $479-99.0% |