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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,249 | $69,362-89.5% | $101,248-92.8% | $73,488-90.1% |
| Participation rate | 89.7% | 68.4%+21.3pp | 75.8%+13.9pp | 70.7%+19.0pp |
| Annual return | 24.23% | 18.46%+5.8pp | 46.47%-22.2pp | 28.51%-4.3pp |
| Employer contribution / active EE | $1,303 | $2,628-50.4% | $3,660-64.4% | $2,270-42.6% |
| Participant deferral / active EE | $2,430 | $3,300-26.3% | $4,370-44.4% | $3,740-35.0% |
| Admin fee / account holder | $1 | $704-99.9% | $5,945-100.0% | $513-99.8% |