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).
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 | $7,098 | $91,517-92.2% | $101,248-93.0% | $73,409-90.3% |
| Participation rate | 93.0% | 73.8%+19.2pp | 75.8%+17.2pp | 72.2%+20.8pp |
| Annual return | 21.49% | 17.17%+4.3pp | 46.47%-25.0pp | 59.29%-37.8pp |
| Employer contribution / active EE | $1,987 | $2,877-30.9% | $3,660-45.7% | $2,234-11.0% |
| Participant deferral / active EE | $86 | $3,338-97.4% | $4,370-98.0% | $3,805-97.8% |
| Admin fee / account holder | $25 | $216-88.4% | $5,945-99.6% | $158-84.2% |