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).
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 | $3,822 | $91,517-95.8% | $101,248-96.2% | $73,409-94.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 18.93% | 17.17%+1.8pp | 46.47%-27.5pp | 59.29%-40.4pp |
| Employer contribution / active EE | $1,796 | $2,877-37.6% | $3,660-50.9% | $2,234-19.6% |
| Participant deferral / active EE | $141 | $3,338-95.8% | $4,370-96.8% | $3,805-96.3% |
| Admin fee / account holder | $0 | $216-100.0% | $5,945-100.0% | $158-100.0% |