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 3-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 | $1,309 | $24,733-94.7% | $69,647-98.1% | $74,495-98.2% |
| Participation rate | 80.2% | 63.5%+16.7pp | 66.5%+13.7pp | 67.2%+13.0pp |
| Annual return | 16.00% | 18.55%-2.6pp | 100.48%-84.5pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $430 | $1,001-57.0% | $1,712-74.9% | $2,623-83.6% |
| Participant deferral / active EE | $713 | $1,901-62.5% | $2,886-75.3% | $4,346-83.6% |
| Admin fee / account holder | $4 | $1,892-99.8% | $4,713-99.9% | $1,942-99.8% |