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.
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 | $14,789 | $56,317-73.7% | $71,209-79.2% | $74,304-80.1% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 8.99% | 42.83%-33.8pp | 282.51%-273.5pp | 29.43%-20.4pp |
| Employer contribution / active EE | $881 | $2,160-59.2% | $2,721-67.6% | $2,241-60.7% |
| Participant deferral / active EE | $1,028 | $2,788-63.1% | $4,175-75.4% | $3,767-72.7% |
| Admin fee / account holder | $63 | $2,290-97.2% | $5,349-98.8% | $2,969-97.9% |