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).
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 | $11,873 | $47,977-75.3% | $154,107-92.3% | $56,287-78.9% |
| Participation rate | 80.9% | 66.2%+14.7pp | 83.0%-2.1pp | 69.9%+11.1pp |
| Annual return | 11.08% | 3.54%+7.5pp | 735.12%-724.0pp | -9.96%+21.0pp |
| Employer contribution / active EE | $784 | $2,169-63.8% | $5,298-85.2% | $2,111-62.9% |
| Participant deferral / active EE | $755 | $2,392-68.4% | $5,081-85.1% | $3,350-77.5% |
| Admin fee / account holder | $38 | $438-91.3% | $13,411-99.7% | $521-92.7% |