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.
Annual investment return 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 | $11,219 | $37,196-69.8% | $154,107-92.7% | $55,725-79.9% |
| Participation rate | 78.0% | 64.1%+13.9pp | 83.0%-5.0pp | 70.9%+7.2pp |
| Annual return | -7.80% | 1319.68%-1327.5pp | 735.12%-742.9pp | 244.93%-252.7pp |
| Employer contribution / active EE | $1,015 | $1,614-37.1% | $5,298-80.8% | $2,078-51.2% |
| Participant deferral / active EE | $1,955 | $2,068-5.5% | $5,081-61.5% | $3,356-41.7% |
| Admin fee / account holder | $18 | $102-81.9% | $13,411-99.9% | $115-84.1% |