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.
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 | $23,668 | $58,879-59.8% | $178,490-86.7% | $73,488-67.8% |
| Participation rate | 65.1% | 66.2%-1.1pp | 81.9%-16.8pp | 70.7%-5.6pp |
| Annual return | 33.06% | 24.86%+8.2pp | 151.07%-118.0pp | 28.51%+4.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,443 | $2,567-43.8% | $5,202-72.3% | $3,740-61.4% |
| Admin fee / account holder | $10 | $400-97.5% | $13,984-99.9% | $513-98.0% |