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 5-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 | $4,947 | $58,320-91.5% | $86,436-94.3% | $66,914-92.6% |
| Participation rate | 91.3% | 78.6%+12.7pp | 80.3%+11.0pp | 69.8%+21.5pp |
| Annual return | -17.34% | -9.71%-7.6pp | 4394.89%-4412.2pp | 1.58%-18.9pp |
| Employer contribution / active EE | $2,014 | $2,615-23.0% | $3,769-46.5% | $2,544-20.8% |
| Participant deferral / active EE | $3,155 | $6,899-54.3% | $6,952-54.6% | $4,237-25.5% |
| Admin fee / account holder | $15 | $546-97.3% | $6,731-99.8% | $593-97.5% |