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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,370 | $52,884-76.6% | $84,750-85.4% | $55,167-77.6% |
| Participation rate | 76.9% | 67.5%+9.4pp | 76.6%+0.3pp | 69.0%+7.9pp |
| Annual return | 19.41% | 18.03%+1.4pp | 22.78%-3.4pp | 169.23%-149.8pp |
| Employer contribution / active EE | $3,915 | $2,233+75.3% | $3,574+9.5% | $1,963+99.5% |
| Participant deferral / active EE | $865 | $2,644-67.3% | $3,712-76.7% | $3,054-71.7% |
| Admin fee / account holder | $111 | $581-80.9% | $5,332-97.9% | $504-78.0% |