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 | $65,940 | $91,190-27.7% | $178,490-63.1% | $79,858-17.4% |
| Participation rate | 42.2% | 69.2%-27.0pp | 81.9%-39.7pp | 69.6%-27.4pp |
| Annual return | 11.27% | 24.19%-12.9pp | 151.07%-139.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $4,666 | $3,256+43.3% | $5,011-6.9% | $2,471+88.9% |
| Participant deferral / active EE | $2,257 | $3,236-30.3% | $5,202-56.6% | $3,740-39.7% |
| Admin fee / account holder | $13 | $6,751-99.8% | $13,984-99.9% | $5,306-99.8% |