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.
Annual investment return 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 | $13,284 | $46,292-71.3% | $143,757-90.8% | $64,808-79.5% |
| Participation rate | 62.1% | 64.2%-2.1pp | 80.3%-18.2pp | 71.5%-9.4pp |
| Annual return | -17.69% | -10.05%-7.6pp | -0.04%-17.6pp | 32.82%-50.5pp |
| Employer contribution / active EE | $856 | $1,910-55.2% | $4,951-82.7% | $2,506-65.8% |
| Participant deferral / active EE | $2,461 | $2,646-7.0% | $5,637-56.3% | $4,310-42.9% |
| Admin fee / account holder | $23 | $154-85.1% | $14,673-99.8% | $188-87.8% |