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 | $17,491 | $51,244-65.9% | $80,975-78.4% | $55,167-68.3% |
| Participation rate | 92.3% | 71.7%+20.6pp | 75.8%+16.4pp | 69.0%+23.3pp |
| Annual return | 15.92% | 17.39%-1.5pp | 17.10%-1.2pp | 169.23%-153.3pp |
| Employer contribution / active EE | $999 | $1,770-43.6% | $3,714-73.1% | $1,963-49.1% |
| Participant deferral / active EE | $2,878 | $4,418-34.9% | $5,696-49.5% | $3,054-5.8% |
| Admin fee / account holder | $4 | $398-99.0% | $5,516-99.9% | $504-99.2% |