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 10-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 | $6,584 | $45,035-85.4% | $62,995-89.5% | $70,131-90.6% |
| Participation rate | 96.6% | 69.5%+27.0pp | 74.8%+21.7pp | 69.5%+27.0pp |
| Annual return | 15.89% | 18.76%-2.9pp | 87.57%-71.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $576 | $2,051-71.9% | $2,759-79.1% | $2,342-75.4% |
| Participant deferral / active EE | $1,018 | $2,465-58.7% | $3,329-69.4% | $3,332-69.4% |
| Admin fee / account holder | $102 | $2,834-96.4% | $3,600-97.2% | $4,645-97.8% |