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 8-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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $66,912 | $53,822+24.3% | $75,696-11.6% | $85,850-22.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 30.91% | 24.54%+6.4pp | 104.53%-73.6pp | 318.53%-287.6pp |
| Employer contribution / active EE | $3,646 | $2,017+80.8% | $2,743+32.9% | $2,565+42.1% |
| Participant deferral / active EE | $4,886 | $2,895+68.8% | $3,821+27.9% | $3,952+23.6% |
| Admin fee / account holder | $32 | $3,343-99.1% | $3,619-99.1% | $6,260-99.5% |