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 9-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 | $25,818 | $39,286-34.3% | $80,716-68.0% | $79,386-67.5% |
| Participation rate | 16.1% | 41.0%-24.9pp | 54.2%-38.1pp | 70.7%-54.6pp |
| Annual return | 14.44% | 98.95%-84.5pp | 87.28%-72.8pp | 116.85%-102.4pp |
| Employer contribution / active EE | $345 | $594-41.9% | $1,160-70.3% | $2,427-85.8% |
| Participant deferral / active EE | $677 | $1,264-46.4% | $2,146-68.5% | $4,046-83.3% |
| Admin fee / account holder | $89 | $647-86.3% | $3,380-97.4% | $626-85.8% |