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.
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 | $11,601 | $22,714-48.9% | $59,496-80.5% | $55,191-79.0% |
| Participation rate | 5.9% | 37.5%-31.6pp | 54.6%-48.7pp | 69.2%-63.3pp |
| Annual return | -0.17% | -44.01%+43.8pp | 182.05%-182.2pp | 10.78%-11.0pp |
| Employer contribution / active EE | $86 | $418-79.4% | $1,153-92.5% | $1,899-95.5% |
| Participant deferral / active EE | $196 | $843-76.8% | $1,829-89.3% | $3,046-93.6% |
| Admin fee / account holder | $82 | $83-1.6% | $2,232-96.3% | $91-9.6% |