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.
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 | $27,145 | $47,977-43.4% | $154,107-82.4% | $56,287-51.8% |
| Participation rate | 26.1% | 66.2%-40.1pp | 83.0%-57.0pp | 69.9%-43.8pp |
| Annual return | -5.63% | 3.54%-9.2pp | 735.12%-740.7pp | -9.96%+4.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $846 | $2,392-64.6% | $5,081-83.3% | $3,350-74.7% |
| Admin fee / account holder | $7 | $438-98.4% | $13,411-99.9% | $521-98.7% |