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.
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | 6.08% | -1.32%+7.4pp | -0.67%+6.7pp | 10.56%-4.5pp |
| Employer contribution / active EE | $4,412 | $18,687-76.4% | $31,731-86.1% | $13,643-67.7% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |