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 | $50,558 | $63,156-19.9% | $122,332-58.7% | $62,292-18.8% |
| Participation rate | 38.2% | 60.0%-21.8pp | 71.6%-33.5pp | 69.5%-31.3pp |
| Annual return | 17.15% | 20.61%-3.5pp | 30.27%-13.1pp | 28.90%-11.7pp |
| Employer contribution / active EE | $921 | $1,385-33.5% | $4,050-77.3% | $2,042-54.9% |
| Participant deferral / active EE | $1,866 | $2,321-19.6% | $3,287-43.2% | $3,169-41.1% |
| Admin fee / account holder | $0 | $440-100.0% | $5,478-100.0% | $479-100.0% |