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).
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 | $38,842 | $47,977-19.0% | $154,107-74.8% | $56,287-31.0% |
| Participation rate | 81.9% | 66.2%+15.8pp | 83.0%-1.1pp | 69.9%+12.1pp |
| Annual return | -7.62% | 3.54%-11.2pp | 735.12%-742.7pp | -9.96%+2.3pp |
| Employer contribution / active EE | $2,155 | $2,169-0.6% | $5,298-59.3% | $2,111+2.1% |
| Participant deferral / active EE | $2,622 | $2,392+9.6% | $5,081-48.4% | $3,350-21.7% |
| Admin fee / account holder | $97 | $438-77.9% | $13,411-99.3% | $521-81.4% |