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.
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 | $6,253 | $48,576-87.1% | $169,463-96.3% | $56,287-88.9% |
| Participation rate | 80.0% | 65.8%+14.2pp | 77.8%+2.2pp | 69.9%+10.1pp |
| Annual return | 0.00% | -2.51%+2.5pp | 1.83%-1.8pp | -9.96%+10.0pp |
| Employer contribution / active EE | $915 | $1,559-41.3% | $4,159-78.0% | $2,111-56.7% |
| Participant deferral / active EE | $4,275 | $3,275+30.5% | $5,277-19.0% | $3,350+27.6% |
| Admin fee / account holder | $3 | $435-99.4% | $9,109-100.0% | $521-99.5% |