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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,262 | $34,934-64.9% | $56,411-78.3% | $74,495-83.5% |
| Participation rate | 90.1% | 32.8%+57.2pp | 52.5%+37.6pp | 67.2%+22.9pp |
| Annual return | 16.28% | 25.94%-9.7pp | 1701.33%-1685.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,012 | $609+66.2% | $1,039-2.6% | $2,623-61.4% |
| Participant deferral / active EE | $2,352 | $1,170+101.0% | $1,952+20.5% | $4,346-45.9% |
| Admin fee / account holder | $196 | $2,364-91.7% | $2,829-93.1% | $1,942-89.9% |