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 | $8,684 | $59,159-85.3% | $159,960-94.6% | $66,914-87.0% |
| Participation rate | 10.0% | 68.1%-58.1pp | 78.0%-68.0pp | 69.8%-59.8pp |
| Annual return | 8.77% | -12.26%+21.0pp | 408.60%-399.8pp | 1.58%+7.2pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,226-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $190 | $4,395-95.7% | $6,182-96.9% | $4,237-95.5% |
| Admin fee / account holder | $139 | $591-76.5% | $8,698-98.4% | $593-76.6% |