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 | $8,849 | $72,277-87.8% | $101,248-91.3% | $79,858-88.9% |
| Participation rate | 95.5% | 68.5%+27.1pp | 75.8%+19.7pp | 69.6%+25.9pp |
| Annual return | 19.59% | 22.30%-2.7pp | 46.47%-26.9pp | 31.71%-12.1pp |
| Employer contribution / active EE | $4,388 | $2,692+63.0% | $3,660+19.9% | $2,471+77.6% |
| Participant deferral / active EE | $1,551 | $3,282-52.7% | $4,370-64.5% | $3,740-58.5% |
| Admin fee / account holder | $37 | $4,400-99.2% | $5,945-99.4% | $5,306-99.3% |