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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,190 | $52,884-59.9% | $84,750-75.0% | $55,167-61.6% |
| Participation rate | 84.8% | 67.5%+17.3pp | 76.6%+8.3pp | 69.0%+15.9pp |
| Annual return | 7.87% | 18.03%-10.2pp | 22.78%-14.9pp | 169.23%-161.4pp |
| Employer contribution / active EE | $382 | $2,233-82.9% | $3,574-89.3% | $1,963-80.5% |
| Participant deferral / active EE | $2,685 | $2,644+1.6% | $3,712-27.7% | $3,054-12.1% |
| Admin fee / account holder | $14 | $581-97.5% | $5,332-99.7% | $504-97.1% |