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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 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 | $99,952 | $52,953+88.8% | $172,739-42.1% | $65,185+53.3% |
| Participation rate | 18.5% | 66.2%-47.7pp | 82.6%-64.2pp | 70.2%-51.7pp |
| Annual return | 20.95% | 30.12%-9.2pp | 802.84%-781.9pp | 29.38%-8.4pp |
| Employer contribution / active EE | $1,287 | $2,190-41.2% | $5,143-75.0% | $2,177-40.9% |
| Participant deferral / active EE | $2,226 | $2,471-9.9% | $5,198-57.2% | $3,514-36.7% |
| Admin fee / account holder | $675 | $472+43.1% | $13,954-95.2% | $847-20.3% |