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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,740 | $54,573-14.4% | $90,951-48.6% | $73,488-36.4% |
| Participation rate | 64.7% | 61.2%+3.5pp | 69.0%-4.4pp | 70.7%-6.0pp |
| Annual return | 20.32% | 16.69%+3.6pp | 134.60%-114.3pp | 28.51%-8.2pp |
| Employer contribution / active EE | $2,082 | $991+110.0% | $2,122-1.9% | $2,270-8.3% |
| Participant deferral / active EE | $3,702 | $2,517+47.1% | $3,373+9.7% | $3,740-1.0% |
| Admin fee / account holder | $11 | $521-97.9% | $5,959-99.8% | $513-97.9% |