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 | $86,316 | $57,976+48.9% | $62,995+37.0% | $62,292+38.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.96% | 17.54%-2.6pp | 87.57%-72.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $2,759 | $2,415+14.3% | $2,7590% | $2,042+35.1% |
| Participant deferral / active EE | $3,577 | $2,956+21.0% | $3,329+7.4% | $3,169+12.9% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |