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).
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 | $2,527 | $44,873-94.4% | $79,464-96.8% | $56,287-95.5% |
| Participation rate | 86.0% | 68.7%+17.2pp | 73.3%+12.6pp | 69.9%+16.1pp |
| Annual return | 0.00% | 0.81%-0.8pp | 718.14%-718.1pp | -9.96%+10.0pp |
| Employer contribution / active EE | $981 | $2,140-54.2% | $2,800-65.0% | $2,111-53.5% |
| Participant deferral / active EE | $1,680 | $2,746-38.8% | $3,704-54.6% | $3,350-49.8% |
| Admin fee / account holder | $23 | $418-94.4% | $5,113-99.5% | $521-95.5% |