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).
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 | $31,209 | $73,638-57.6% | $95,952-67.5% | $73,488-57.5% |
| Participation rate | 85.0% | 76.2%+8.8pp | 77.1%+7.9pp | 70.7%+14.3pp |
| Annual return | 17.38% | 16.78%+0.6pp | 91.61%-74.2pp | 28.51%-11.1pp |
| Employer contribution / active EE | $990 | $1,863-46.8% | $2,541-61.0% | $2,270-56.4% |
| Participant deferral / active EE | $1,470 | $3,617-59.4% | $4,167-64.7% | $3,740-60.7% |
| Admin fee / account holder | $27 | $482-94.3% | $6,795-99.6% | $513-94.7% |