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 | $11,671 | $31,679-63.2% | $74,701-84.4% | $65,185-82.1% |
| Participation rate | 13.5% | 40.4%-26.8pp | 54.5%-40.9pp | 70.2%-56.7pp |
| Annual return | 78.29% | 39.04%+39.3pp | 752.92%-674.6pp | 29.38%+48.9pp |
| Employer contribution / active EE | $324 | $566-42.8% | $1,084-70.1% | $2,177-85.1% |
| Participant deferral / active EE | $434 | $1,191-63.5% | $1,964-77.9% | $3,514-87.6% |
| Admin fee / account holder | $18 | $379-95.1% | $3,333-99.4% | $847-97.8% |