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.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,443 | $66,124-41.9% | $90,404-57.5% | $73,488-47.7% |
| Participation rate | 26.6% | 69.7%-43.1pp | 72.7%-46.1pp | 70.7%-44.1pp |
| Annual return | 14.38% | 17.65%-3.3pp | 1293.02%-1278.6pp | 28.51%-14.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,900 | $3,039-37.5% | $3,963-52.1% | $3,740-49.2% |
| Admin fee / account holder | $28 | $396-93.0% | $5,611-99.5% | $513-94.6% |