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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,845 | $29,548+7.8% | $56,411-43.5% | $77,643-59.0% |
| Participation rate | 39.4% | 32.7%+6.7pp | 52.5%-13.1pp | 70.6%-31.2pp |
| Annual return | 11.98% | 19.01%-7.0pp | 1701.33%-1689.3pp | 31.24%-19.3pp |
| Employer contribution / active EE | $898 | $568+58.2% | $1,039-13.5% | $2,726-67.1% |
| Participant deferral / active EE | $1,152 | $1,061+8.6% | $1,952-41.0% | $4,647-75.2% |
| Admin fee / account holder | $178 | $1,046-83.0% | $2,829-93.7% | $430-58.7% |