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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,447 | $77,660-85.3% | $109,143-89.5% | $79,386-85.6% |
| Participation rate | 99.4% | 67.8%+31.6pp | 75.9%+23.5pp | 70.7%+28.7pp |
| Annual return | 13.55% | 23.44%-9.9pp | 25.75%-12.2pp | 116.85%-103.3pp |
| Employer contribution / active EE | $908 | $2,797-67.6% | $3,722-75.6% | $2,427-62.6% |
| Participant deferral / active EE | $1,194 | $3,518-66.1% | $4,653-74.3% | $4,046-70.5% |
| Admin fee / account holder | $64 | $732-91.3% | $6,752-99.1% | $626-89.8% |