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 10-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 | $21,953 | $62,928-65.1% | $172,739-87.3% | $67,579-67.5% |
| Participation rate | 41.0% | 64.5%-23.4pp | 82.6%-41.6pp | 71.3%-30.2pp |
| Annual return | 20.41% | 30.36%-9.9pp | 802.84%-782.4pp | 378.56%-358.1pp |
| Employer contribution / active EE | $1,101 | $1,636-32.7% | $5,143-78.6% | $2,148-48.7% |
| Participant deferral / active EE | $1,836 | $2,145-14.4% | $5,198-64.7% | $3,539-48.1% |
| Admin fee / account holder | $74 | $167-55.4% | $13,954-99.5% | $142-47.8% |