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 4-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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,246 | $67,679-93.7% | $155,509-97.3% | $99,062-95.7% |
| Participation rate | 11.4% | 67.2%-55.8pp | 78.2%-66.8pp | 71.6%-60.2pp |
| Annual return | 15.05% | 16.16%-1.1pp | 64.67%-49.6pp | 17.66%-2.6pp |
| Employer contribution / active EE | $0 | $2,268-100.0% | $4,672-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $244 | $3,828-93.6% | $5,626-95.7% | $5,331-95.4% |
| Admin fee / account holder | $51 | $94-46.0% | $15,912-99.7% | $109-53.6% |