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 3-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).
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 | $9,241 | $72,607-87.3% | $90,749-89.8% | $66,914-86.2% |
| Participation rate | 75.5% | 73.7%+1.8pp | 75.7%-0.2pp | 69.8%+5.7pp |
| Annual return | 0.00% | -12.28%+12.3pp | -12.16%+12.2pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,775 | $2,369-25.0% | $2,921-39.2% | $2,544-30.2% |
| Participant deferral / active EE | $2,413 | $3,977-39.3% | $4,564-47.1% | $4,237-43.0% |
| Admin fee / account holder | $16 | $707-97.7% | $8,445-99.8% | $593-97.2% |