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 9-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 | $23,826 | $57,976-58.9% | $62,995-62.2% | $62,292-61.8% |
| Participation rate | 69.0% | 75.9%-7.0pp | 74.8%-5.8pp | 69.5%-0.5pp |
| Annual return | 13.27% | 17.54%-4.3pp | 87.57%-74.3pp | 28.90%-15.6pp |
| Employer contribution / active EE | $2,022 | $2,415-16.3% | $2,759-26.7% | $2,042-1.0% |
| Participant deferral / active EE | $3,189 | $2,956+7.9% | $3,329-4.2% | $3,169+0.6% |
| Admin fee / account holder | $9 | $276-96.7% | $3,600-99.7% | $479-98.1% |