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.
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).
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 | $5,602 | $50,637-88.9% | $86,590-93.5% | $62,292-91.0% |
| Participation rate | 37.8% | 67.9%-30.1pp | 73.5%-35.7pp | 69.5%-31.7pp |
| Annual return | 16.66% | 20.80%-4.1pp | 964.84%-948.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $661 | $2,075-68.1% | $2,839-76.7% | $2,042-67.6% |
| Participant deferral / active EE | $858 | $2,611-67.1% | $3,609-76.2% | $3,169-72.9% |
| Admin fee / account holder | $6 | $413-98.6% | $4,906-99.9% | $479-98.8% |