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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $4,429 | $69,362-93.6% | $101,248-95.6% | $73,488-94.0% |
| Participation rate | 56.0% | 68.4%-12.4pp | 75.8%-19.8pp | 70.7%-14.7pp |
| Annual return | 17.14% | 18.46%-1.3pp | 46.47%-29.3pp | 28.51%-11.4pp |
| Employer contribution / active EE | $1,181 | $2,628-55.1% | $3,660-67.7% | $2,270-48.0% |
| Participant deferral / active EE | $90 | $3,300-97.3% | $4,370-97.9% | $3,740-97.6% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |