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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,590 | $185,342-88.4% | $111,297-80.6% | $86,799-75.1% |
| Participation rate | 51.3% | 81.0%-29.7pp | 77.3%-26.0pp | 72.3%-21.0pp |
| Annual return | 13.76% | 500.80%-487.0pp | 54.65%-40.9pp | 97.91%-84.1pp |
| Employer contribution / active EE | $1,014 | $2,246-54.9% | $2,731-62.9% | $2,405-57.8% |
| Participant deferral / active EE | $1,516 | $4,458-66.0% | $4,487-66.2% | $4,131-63.3% |
| Admin fee / account holder | $0 | $255-100.0% | $7,964-100.0% | $170-100.0% |