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.
Participant contribution per participant 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 | $1,867 | $69,763-97.3% | $67,502-97.2% | $74,495-97.5% |
| Participation rate | 70.0% | 71.4%-1.4pp | 72.9%-2.9pp | 67.2%+2.8pp |
| Annual return | 19.24% | -40.34%+59.6pp | 3512.12%-3492.9pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,000 | $3,636-72.5% | $4,000-75.0% | $4,346-77.0% |
| Admin fee / account holder | $10 | $896-98.9% | $3,998-99.8% | $1,942-99.5% |