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 | $74,729 | $59,263+26.1% | $96,562-22.6% | $79,386-5.9% |
| Participation rate | 38.8% | 61.9%-23.1pp | 69.8%-31.0pp | 70.7%-31.9pp |
| Annual return | 16.65% | 27.07%-10.4pp | 37.78%-21.1pp | 116.85%-100.2pp |
| Employer contribution / active EE | $1,191 | $1,216-2.1% | $2,356-49.5% | $2,427-51.0% |
| Participant deferral / active EE | $1,991 | $2,948-32.4% | $3,849-48.3% | $4,046-50.8% |
| Admin fee / account holder | $15 | $658-97.7% | $6,181-99.8% | $626-97.5% |