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 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 | $19,023 | $46,732-59.3% | $156,549-87.8% | $55,167-65.5% |
| Participation rate | 76.1% | 65.8%+10.3pp | 84.0%-7.9pp | 69.0%+7.1pp |
| Annual return | 6.69% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $793 | $2,105-62.3% | $5,501-85.6% | $1,963-59.6% |
| Participant deferral / active EE | $919 | $2,204-58.3% | $4,871-81.1% | $3,054-69.9% |
| Admin fee / account holder | $10 | $418-97.6% | $13,027-99.9% | $504-98.0% |