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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,681 | $84,233-41.0% | $170,442-70.9% | $70,131-29.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 22.51% | 23.06%-0.6pp | 205.93%-183.4pp | 73.14%-50.6pp |
| Employer contribution / active EE | $2,672 | $3,387-21.1% | $5,433-50.8% | $2,342+14.1% |
| Participant deferral / active EE | $3,158 | $3,086+2.3% | $4,939-36.1% | $3,332-5.2% |
| Admin fee / account holder | $41 | $5,698-99.3% | $13,880-99.7% | $4,645-99.1% |