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 9-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).
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 | $8,385 | $44,764-81.3% | $68,791-87.8% | $64,808-87.1% |
| Participation rate | 94.1% | 64.8%+29.4pp | 69.0%+25.1pp | 71.5%+22.7pp |
| Annual return | -21.92% | -10.91%-11.0pp | -6.38%-15.5pp | 32.82%-54.7pp |
| Employer contribution / active EE | $2,937 | $1,775+65.4% | $2,655+10.6% | $2,506+17.2% |
| Participant deferral / active EE | $4,131 | $3,238+27.6% | $3,941+4.8% | $4,310-4.2% |
| Admin fee / account holder | $44 | $151-71.2% | $4,932-99.1% | $188-76.8% |