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.
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 | $28,246 | $65,376-56.8% | $87,100-67.6% | $65,185-56.7% |
| Participation rate | 77.6% | 75.3%+2.3pp | 76.9%+0.7pp | 70.2%+7.4pp |
| Annual return | 24.84% | 31.27%-6.4pp | 28.19%-3.3pp | 29.38%-4.5pp |
| Employer contribution / active EE | $979 | $1,822-46.3% | $2,521-61.2% | $2,177-55.0% |
| Participant deferral / active EE | $1,218 | $3,388-64.1% | $4,049-69.9% | $3,514-65.3% |
| Admin fee / account holder | $14 | $520-97.3% | $7,497-99.8% | $847-98.3% |