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 4-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.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,205 | $61,156-91.5% | $185,823-97.2% | $79,386-93.4% |
| Participation rate | 57.7% | 66.6%-9.0pp | 81.7%-24.0pp | 70.7%-13.0pp |
| Annual return | 0.00% | 19.45%-19.4pp | 122.05%-122.1pp | 116.85%-116.9pp |
| Employer contribution / active EE | $1,104 | $2,321-52.4% | $5,167-78.6% | $2,427-54.5% |
| Participant deferral / active EE | $1,957 | $2,789-29.8% | $5,568-64.8% | $4,046-51.6% |
| Admin fee / account holder | $9 | $710-98.7% | $16,237-99.9% | $626-98.6% |