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.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,473 | $54,590-75.3% | $81,930-83.6% | $73,488-81.7% |
| Participation rate | 70.6% | 68.3%+2.3pp | 72.0%-1.4pp | 70.7%0pp |
| Annual return | 22.57% | 17.74%+4.8pp | 29.49%-6.9pp | 28.51%-5.9pp |
| Employer contribution / active EE | $776 | $1,636-52.6% | $4,310-82.0% | $2,270-65.8% |
| Participant deferral / active EE | $1,984 | $2,759-28.1% | $7,107-72.1% | $3,740-46.9% |
| Admin fee / account holder | $29 | $592-95.2% | $5,158-99.4% | $513-94.4% |