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 5-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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,287 | $50,982-93.6% | $154,803-97.9% | $85,563-96.2% |
| Participation rate | 65.6% | 59.8%+5.9pp | 78.1%-12.4pp | 66.0%-0.3pp |
| Annual return | 21.32% | 30.35%-9.0pp | 58.88%-37.6pp | 31.51%-10.2pp |
| Employer contribution / active EE | $480 | $1,708-71.9% | $4,305-88.8% | $2,654-81.9% |
| Participant deferral / active EE | $835 | $2,474-66.3% | $5,540-84.9% | $4,375-80.9% |
| Admin fee / account holder | $38 | $846-95.5% | $14,329-99.7% | $834-95.5% |