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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,080 | $63,299-84.1% | $91,001-88.9% | $62,292-83.8% |
| Participation rate | 76.5% | 73.3%+3.2pp | 75.6%+0.9pp | 69.5%+7.0pp |
| Annual return | 23.47% | 20.99%+2.5pp | 4.60%+18.9pp | 28.90%-5.4pp |
| Employer contribution / active EE | $1,182 | $1,807-34.6% | $2,456-51.9% | $2,042-42.1% |
| Participant deferral / active EE | $1,749 | $2,943-40.6% | $3,547-50.7% | $3,169-44.8% |
| Admin fee / account holder | $39 | $468-91.7% | $5,417-99.3% | $479-91.9% |