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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,631 | $65,365-48.5% | $92,893-63.8% | $72,985-53.9% |
| Participation rate | 43.1% | 68.3%-25.3pp | 76.0%-32.9pp | 69.5%-26.4pp |
| Annual return | 19.77% | 42.10%-22.3pp | 109.41%-89.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $210 | $2,594-91.9% | $3,653-94.2% | $2,440-91.4% |
| Participant deferral / active EE | $1,920 | $3,128-38.6% | $4,236-54.7% | $3,607-46.8% |
| Admin fee / account holder | $206 | $4,251-95.1% | $5,794-96.4% | $5,124-96.0% |