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.
Participant contribution per participant 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).
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 | $19,333 | $65,365-70.4% | $92,893-79.2% | $72,985-73.5% |
| Participation rate | 89.5% | 68.3%+21.2pp | 76.0%+13.5pp | 69.5%+20.0pp |
| Annual return | 19.98% | 42.10%-22.1pp | 109.41%-89.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $2,700 | $2,594+4.1% | $3,653-26.1% | $2,440+10.7% |
| Participant deferral / active EE | $1,069 | $3,128-65.8% | $4,236-74.8% | $3,607-70.4% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |