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.
Employer contribution per participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,148 | $67,606-19.9% | $82,313-34.2% | $70,131-22.8% |
| Participation rate | 71.4% | 72.8%-1.3pp | 76.9%-5.5pp | 69.5%+1.9pp |
| Annual return | 12.79% | 21.57%-8.8pp | 25.88%-13.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,941 | $2,987-35.0% | $3,706-47.6% | $3,332-41.7% |
| Admin fee / account holder | $54 | $4,512-98.8% | $5,608-99.0% | $4,645-98.8% |