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 | $16,652 | $65,365-74.5% | $92,893-82.1% | $72,985-77.2% |
| Participation rate | 88.6% | 68.3%+20.3pp | 76.0%+12.6pp | 69.5%+19.1pp |
| Annual return | 22.86% | 42.10%-19.2pp | 109.41%-86.6pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,215 | $2,594-14.6% | $3,653-39.3% | $2,440-9.2% |
| Participant deferral / active EE | $2,195 | $3,128-29.8% | $4,236-48.2% | $3,607-39.2% |
| Admin fee / account holder | $66 | $4,251-98.5% | $5,794-98.9% | $5,124-98.7% |