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.
Annual investment return 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).
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 | $14,480 | $51,620-71.9% | $90,281-84.0% | $65,185-77.8% |
| Participation rate | 95.2% | 68.6%+26.6pp | 73.3%+22.0pp | 70.2%+25.0pp |
| Annual return | 4.64% | 24.94%-20.3pp | 78.10%-73.5pp | 29.38%-24.7pp |
| Employer contribution / active EE | $732 | $2,235-67.2% | $2,854-74.4% | $2,177-66.4% |
| Participant deferral / active EE | $945 | $2,871-67.1% | $3,885-75.7% | $3,514-73.1% |
| Admin fee / account holder | $99 | $384-74.3% | $5,351-98.2% | $847-88.4% |