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 7-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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,947 | $77,145-85.8% | $108,410-89.9% | $85,850-87.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 116.49% | 44.54%+72.0pp | 905.27%-788.8pp | 318.53%-202.0pp |
| Employer contribution / active EE | $5,171 | $2,379+117.3% | $3,558+45.3% | $2,565+101.6% |
| Participant deferral / active EE | $9,628 | $5,566+73.0% | $6,563+46.7% | $3,952+143.6% |
| Admin fee / account holder | $2 | $5,172-100.0% | $7,295-100.0% | $6,260-100.0% |