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 9-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.
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 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 | $15,386 | $49,227-68.7% | $70,449-78.2% | $79,858-80.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 0.95% | 30.06%-29.1pp | 109.03%-108.1pp | 31.71%-30.8pp |
| Employer contribution / active EE | $2,110 | $2,099+0.5% | $2,737-22.9% | $2,471-14.6% |
| Participant deferral / active EE | $1,724 | $2,768-37.7% | $3,709-53.5% | $3,740-53.9% |
| Admin fee / account holder | $17 | $2,878-99.4% | $3,845-99.6% | $5,306-99.7% |