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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,860 | $92,971-88.3% | $96,683-88.8% | $74,419-85.4% |
| Participation rate | 99.4% | 71.5%+27.9pp | 74.3%+25.1pp | 70.7%+28.7pp |
| Annual return | 18.43% | 37.49%-19.1pp | 35.69%-17.3pp | 34.38%-15.9pp |
| Employer contribution / active EE | $4,934 | $3,426+44.0% | $3,737+32.0% | $2,637+87.1% |
| Participant deferral / active EE | $196 | $3,970-95.1% | $4,878-96.0% | $4,528-95.7% |
| Admin fee / account holder | $37 | $633-94.1% | $6,730-99.4% | $348-89.2% |