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 | $1,718 | $54,517-96.8% | $75,972-97.7% | $74,495-97.7% |
| Participation rate | 70.8% | 60.3%+10.5pp | 69.1%+1.7pp | 67.2%+3.6pp |
| Annual return | 16.24% | 31.82%-15.6pp | 359.55%-343.3pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $398 | $1,777-77.6% | $2,685-85.2% | $2,623-84.8% |
| Participant deferral / active EE | $924 | $3,066-69.8% | $4,255-78.3% | $4,346-78.7% |
| Admin fee / account holder | $6 | $2,229-99.7% | $6,467-99.9% | $1,942-99.7% |