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 6-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 | $20,049 | $30,555-34.4% | $80,716-75.2% | $86,799-76.9% |
| Participation rate | 32.6% | 37.2%-4.6pp | 54.2%-21.5pp | 72.3%-39.7pp |
| Annual return | 15.73% | 30.35%-14.6pp | 87.28%-71.5pp | 97.91%-82.2pp |
| Employer contribution / active EE | $387 | $472-18.0% | $1,160-66.6% | $2,405-83.9% |
| Participant deferral / active EE | $674 | $1,050-35.8% | $2,146-68.6% | $4,131-83.7% |
| Admin fee / account holder | $140 | $135+3.4% | $3,380-95.9% | $170-17.4% |