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 6-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 | $12,021 | $105,181-88.6% | $159,436-92.5% | $85,850-86.0% |
| Participation rate | 90.4% | 75.8%+14.7pp | 82.8%+7.6pp | 69.3%+21.1pp |
| Annual return | 26.21% | 45.07%-18.9pp | 263.57%-237.4pp | 318.53%-292.3pp |
| Employer contribution / active EE | $2,198 | $3,318-33.8% | $4,829-54.5% | $2,565-14.3% |
| Participant deferral / active EE | $4,132 | $5,945-30.5% | $7,352-43.8% | $3,952+4.6% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |