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 8-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,078 | $25,014-87.7% | $69,647-95.6% | $80,856-96.2% |
| Participation rate | 88.2% | 64.2%+24.0pp | 66.5%+21.8pp | 67.6%+20.6pp |
| Annual return | 26.94% | 19.07%+7.9pp | 100.48%-73.5pp | 35.59%-8.7pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,712-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,408 | $1,839+31.0% | $2,886-16.5% | $4,296-43.9% |
| Admin fee / account holder | $15 | $2,488-99.4% | $4,713-99.7% | $6,918-99.8% |