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 | $13,753 | $29,369-53.2% | $77,482-82.3% | $73,409-81.3% |
| Participation rate | 30.4% | 37.9%-7.5pp | 54.2%-23.8pp | 72.2%-41.8pp |
| Annual return | 11.13% | 358.15%-347.0pp | 54.79%-43.7pp | 59.29%-48.2pp |
| Employer contribution / active EE | $455 | $406+12.1% | $986-53.9% | $2,234-79.6% |
| Participant deferral / active EE | $503 | $941-46.6% | $1,861-73.0% | $3,805-86.8% |
| Admin fee / account holder | $46 | $123-62.5% | $2,858-98.4% | $158-70.8% |