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 7-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.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,350 | $69,763-79.4% | $67,502-78.7% | $74,495-80.7% |
| Participation rate | 51.5% | 71.4%-19.8pp | 72.9%-21.3pp | 67.2%-15.7pp |
| Annual return | 12.16% | -40.34%+52.5pp | 3512.12%-3500.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $683 | $2,704-74.8% | $2,731-75.0% | $2,623-74.0% |
| Participant deferral / active EE | $1,721 | $3,636-52.7% | $4,000-57.0% | $4,346-60.4% |
| Admin fee / account holder | $117 | $896-86.9% | $3,998-97.1% | $1,942-94.0% |