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 9-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.
Annual investment return 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 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 | $11,161 | $39,819-72.0% | $67,834-83.5% | $57,658-80.6% |
| Participation rate | 71.6% | 61.2%+10.3pp | 68.8%+2.8pp | 70.2%+1.3pp |
| Annual return | -2.63% | 9.19%-11.8pp | 138.47%-141.1pp | 5.13%-7.8pp |
| Employer contribution / active EE | $624 | $1,277-51.1% | $2,403-74.0% | $1,974-68.4% |
| Participant deferral / active EE | $1,792 | $2,209-18.9% | $3,160-43.3% | $3,061-41.5% |
| Admin fee / account holder | $2 | $84-97.7% | $4,622-100.0% | $95-98.0% |