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 | $24,501 | $59,186-58.6% | $76,768-68.1% | $56,287-56.5% |
| Participation rate | 80.2% | 75.2%+5.0pp | 77.0%+3.2pp | 69.9%+10.3pp |
| Annual return | -7.39% | 6.62%-14.0pp | 2.43%-9.8pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,145 | $1,759-34.9% | $2,485-53.9% | $2,111-45.8% |
| Participant deferral / active EE | $1,988 | $3,255-38.9% | $3,852-48.4% | $3,350-40.6% |
| Admin fee / account holder | $15 | $489-96.8% | $6,675-99.8% | $521-97.0% |