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 | $8,178 | $50,175-83.7% | $99,443-91.8% | $65,185-87.5% |
| Participation rate | 95.2% | 68.4%+26.8pp | 73.8%+21.4pp | 70.2%+25.0pp |
| Annual return | 4.92% | 25.36%-20.4pp | 30.72%-25.8pp | 29.38%-24.5pp |
| Employer contribution / active EE | $800 | $1,496-46.5% | $2,540-68.5% | $2,177-63.2% |
| Participant deferral / active EE | $0 | $2,748-100.0% | $3,619-100.0% | $3,514-100.0% |
| Admin fee / account holder | $38 | $398-90.4% | $6,250-99.4% | $847-95.5% |