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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,189 | $50,815-48.5% | $155,509-83.2% | $77,643-66.3% |
| Participation rate | 33.5% | 63.1%-29.6pp | 78.2%-44.7pp | 70.6%-37.1pp |
| Annual return | 12.51% | 34.80%-22.3pp | 64.67%-52.2pp | 31.24%-18.7pp |
| Employer contribution / active EE | $1,020 | $1,993-48.8% | $4,672-78.2% | $2,726-62.6% |
| Participant deferral / active EE | $1,264 | $2,822-55.2% | $5,626-77.5% | $4,647-72.8% |
| Admin fee / account holder | $209 | $437-52.2% | $15,912-98.7% | $430-51.5% |