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 6-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 | $16,296 | $66,457-75.5% | $81,382-80.0% | $77,643-79.0% |
| Participation rate | 34.0% | 68.7%-34.7pp | 69.5%-35.5pp | 70.6%-36.6pp |
| Annual return | 31.01% | 15.93%+15.1pp | 24.73%+6.3pp | 31.24%-0.2pp |
| Employer contribution / active EE | $697 | $2,159-67.7% | $2,463-71.7% | $2,726-74.4% |
| Participant deferral / active EE | $1,340 | $3,679-63.6% | $3,883-65.5% | $4,647-71.2% |
| Admin fee / account holder | $82 | $583-85.9% | $5,768-98.6% | $430-81.0% |