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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,914 | $64,909-53.9% | $82,313-63.7% | $62,292-52.0% |
| Participation rate | 71.6% | 74.9%-3.3pp | 76.9%-5.3pp | 69.5%+2.0pp |
| Annual return | 15.56% | 21.18%-5.6pp | 25.88%-10.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $613 | $1,676-63.4% | $2,428-74.8% | $2,042-70.0% |
| Participant deferral / active EE | $3,481 | $3,103+12.2% | $3,706-6.1% | $3,169+9.9% |
| Admin fee / account holder | $5 | $440-99.0% | $5,608-99.9% | $479-99.0% |