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 | $34,066 | $80,753-57.8% | $136,294-75.0% | $62,292-45.3% |
| Participation rate | 78.3% | 73.5%+4.7pp | 81.9%-3.6pp | 69.5%+8.8pp |
| Annual return | 21.37% | 35.83%-14.5pp | 5155.94%-5134.6pp | 28.90%-7.5pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,953 | $5,164+73.4% | $6,247+43.3% | $3,169+182.5% |
| Admin fee / account holder | $3 | $525-99.4% | $9,243-100.0% | $479-99.4% |