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 8-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $31,955 | $28,416+12.5% | $73,545-56.6% | $69,631-54.1% |
| Participation rate | 13.3% | 38.3%-25.0pp | 54.9%-41.6pp | 70.7%-57.4pp |
| Annual return | 15.69% | -694.13%+709.8pp | -15.16%+30.9pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $252 | $430-41.5% | $1,219-79.3% | $2,032-87.6% |
| Participant deferral / active EE | $359 | $897-60.0% | $1,806-80.1% | $3,224-88.9% |
| Admin fee / account holder | $26 | $104-74.9% | $2,320-98.9% | $110-76.3% |