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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,842 | $79,171-45.9% | $102,423-58.2% | $74,495-42.5% |
| Participation rate | 91.2% | 74.8%+16.4pp | 76.5%+14.7pp | 67.2%+24.0pp |
| Annual return | 17.38% | 54.93%-37.6pp | 29.32%-11.9pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $3,259 | $2,362+37.9% | $3,023+7.8% | $2,623+24.2% |
| Participant deferral / active EE | $6,070 | $4,415+37.5% | $5,053+20.1% | $4,346+39.7% |
| Admin fee / account holder | $23 | $2,001-98.8% | $9,451-99.8% | $1,942-98.8% |