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 | $4,663 | $77,314-94.0% | $177,989-97.4% | $80,856-94.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 12.07% | 18.09%-6.0pp | 294.48%-282.4pp | 35.59%-23.5pp |
| Employer contribution / active EE | $5,931 | $2,292+158.8% | $3,949+50.2% | $2,755+115.3% |
| Participant deferral / active EE | $171 | $4,411-96.1% | $6,276-97.3% | $4,296-96.0% |
| Admin fee / account holder | $41 | $7,191-99.4% | $10,363-99.6% | $6,918-99.4% |