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.
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 | $40,128 | $62,573-35.9% | $85,682-53.2% | $85,850-53.3% |
| Participation rate | 19.5% | 61.1%-41.6pp | 69.9%-50.3pp | 69.3%-49.8pp |
| Annual return | 14.22% | 23.77%-9.6pp | 21.49%-7.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $307 | $1,757-82.5% | $2,618-88.3% | $2,565-88.0% |
| Participant deferral / active EE | $491 | $2,802-82.5% | $3,923-87.5% | $3,952-87.6% |
| Admin fee / account holder | $99 | $4,640-97.9% | $6,873-98.6% | $6,260-98.4% |