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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,700 | $58,879-10.5% | $178,490-70.5% | $73,488-28.3% |
| Participation rate | 76.5% | 66.2%+10.2pp | 81.9%-5.5pp | 70.7%+5.8pp |
| Annual return | 19.61% | 24.86%-5.3pp | 151.07%-131.5pp | 28.51%-8.9pp |
| Employer contribution / active EE | $3,045 | $2,236+36.1% | $5,011-39.2% | $2,270+34.1% |
| Participant deferral / active EE | $3,669 | $2,567+42.9% | $5,202-29.5% | $3,740-1.9% |
| Admin fee / account holder | $152 | $400-62.0% | $13,984-98.9% | $513-70.3% |