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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $23,682 | $65,322-63.7% | $70,449-66.4% | $73,488-67.8% |
| Participation rate | 80.6% | 77.0%+3.7pp | 75.1%+5.6pp | 70.7%+9.9pp |
| Annual return | 15.55% | 15.71%-0.2pp | 109.03%-93.5pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,289 | $2,460-47.6% | $2,737-52.9% | $2,270-43.2% |
| Participant deferral / active EE | $2,641 | $3,375-21.8% | $3,709-28.8% | $3,740-29.4% |
| Admin fee / account holder | $16 | $214-92.6% | $3,845-99.6% | $513-96.9% |