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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,400 | $99,957-54.6% | $149,696-69.7% | $73,488-38.2% |
| Participation rate | 21.1% | 75.7%-54.6pp | 82.5%-61.4pp | 70.7%-49.6pp |
| Annual return | 25.99% | 53.87%-27.9pp | 276.60%-250.6pp | 28.51%-2.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,695 | $6,073-39.2% | $6,842-46.0% | $3,740-1.2% |
| Admin fee / account holder | $11 | $551-98.0% | $9,309-99.9% | $513-97.9% |