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 | $4,567 | $52,953-91.4% | $172,739-97.4% | $65,185-93.0% |
| Participation rate | 93.8% | 66.2%+27.6pp | 82.6%+11.2pp | 70.2%+23.6pp |
| Annual return | 16.92% | 30.12%-13.2pp | 802.84%-785.9pp | 29.38%-12.5pp |
| Employer contribution / active EE | $1,368 | $2,190-37.5% | $5,143-73.4% | $2,177-37.1% |
| Participant deferral / active EE | $613 | $2,471-75.2% | $5,198-88.2% | $3,514-82.5% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |