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 | $19,732 | $64,909-69.6% | $82,313-76.0% | $62,292-68.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.73% | 21.18%-1.5pp | 25.88%-6.2pp | 28.90%-9.2pp |
| Employer contribution / active EE | $577 | $1,676-65.6% | $2,428-76.2% | $2,042-71.8% |
| Participant deferral / active EE | $1,785 | $3,103-42.5% | $3,706-51.8% | $3,169-43.7% |
| Admin fee / account holder | $16 | $440-96.3% | $5,608-99.7% | $479-96.6% |