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.
Annual investment return 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).
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 | $7,391 | $47,448-84.4% | $94,993-92.2% | $62,292-88.1% |
| Participation rate | 95.4% | 66.5%+28.9pp | 73.9%+21.5pp | 69.5%+25.9pp |
| Annual return | 10.72% | 22.64%-11.9pp | 27.12%-16.4pp | 28.90%-18.2pp |
| Employer contribution / active EE | $459 | $1,300-64.7% | $2,603-82.4% | $2,042-77.5% |
| Participant deferral / active EE | $0 | $2,375-100.0% | $3,317-100.0% | $3,169-100.0% |
| Admin fee / account holder | $46 | $434-89.3% | $4,960-99.1% | $479-90.3% |