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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,194 | $66,310-72.6% | $93,606-80.6% | $65,185-72.1% |
| Participation rate | 71.7% | 74.0%-2.3pp | 75.8%-4.1pp | 70.2%+1.5pp |
| Annual return | 24.96% | 42.58%-17.6pp | 32.76%-7.8pp | 29.38%-4.4pp |
| Employer contribution / active EE | $960 | $2,012-52.3% | $2,718-64.7% | $2,177-55.9% |
| Participant deferral / active EE | $2,742 | $3,342-17.9% | $4,069-32.6% | $3,514-22.0% |
| Admin fee / account holder | $9 | $6,897-99.9% | $7,888-99.9% | $847-98.9% |