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 8-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 | $6,040 | $69,362-91.3% | $101,248-94.0% | $73,488-91.8% |
| Participation rate | 79.0% | 68.4%+10.6pp | 75.8%+3.2pp | 70.7%+8.3pp |
| Annual return | 25.96% | 18.46%+7.5pp | 46.47%-20.5pp | 28.51%-2.6pp |
| Employer contribution / active EE | $998 | $2,628-62.0% | $3,660-72.7% | $2,270-56.0% |
| Participant deferral / active EE | $1,127 | $3,300-65.9% | $4,370-74.2% | $3,740-69.9% |
| Admin fee / account holder | $52 | $704-92.6% | $5,945-99.1% | $513-89.8% |