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.
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).
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 | $14,055 | $54,320-74.1% | $67,652-79.2% | $52,331-73.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 0.51% | 6.81%-6.3pp | 6625.04%-6624.5pp | 4.54%-4.0pp |
| Employer contribution / active EE | $952 | $1,544-38.3% | $2,266-58.0% | $1,882-49.4% |
| Participant deferral / active EE | $1,517 | $2,950-48.6% | $3,560-57.4% | $3,022-49.8% |
| Admin fee / account holder | $14 | $527-97.4% | $4,821-99.7% | $592-97.7% |