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 | $16,349 | $51,769-68.4% | $57,343-71.5% | $52,331-68.8% |
| Participation rate | 98.5% | 75.2%+23.3pp | 75.1%+23.4pp | 68.1%+30.4pp |
| Annual return | 21.50% | 2.43%+19.1pp | 24.39%-2.9pp | 4.54%+17.0pp |
| Employer contribution / active EE | $2,505 | $2,335+7.3% | $2,689-6.8% | $1,882+33.1% |
| Participant deferral / active EE | $2,966 | $2,794+6.2% | $3,162-6.2% | $3,022-1.8% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |