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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,483 | $51,620-58.4% | $90,281-76.2% | $65,185-67.0% |
| Participation rate | 74.2% | 68.6%+5.6pp | 73.3%+0.9pp | 70.2%+4.0pp |
| Annual return | 20.62% | 24.94%-4.3pp | 78.10%-57.5pp | 29.38%-8.8pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,650 | $2,871-42.5% | $3,885-57.5% | $3,514-53.0% |
| Admin fee / account holder | $26 | $384-93.1% | $5,351-99.5% | $847-96.9% |