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.
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 | $7,879 | $45,825-82.8% | $90,645-91.3% | $56,287-86.0% |
| Participation rate | 97.5% | 66.7%+30.8pp | 74.0%+23.5pp | 69.9%+27.6pp |
| Annual return | 10.35% | 38.64%-28.3pp | 1.88%+8.5pp | -9.96%+20.3pp |
| Employer contribution / active EE | $833 | $1,372-39.3% | $2,532-67.1% | $2,111-60.5% |
| Participant deferral / active EE | $0 | $2,562-100.0% | $3,425-100.0% | $3,350-100.0% |
| Admin fee / account holder | $36 | $413-91.2% | $4,994-99.3% | $521-93.1% |