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).
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 | $31,117 | $73,102-57.4% | $123,544-74.8% | $56,287-44.7% |
| Participation rate | 75.3% | 74.3%+1.0pp | 82.3%-7.0pp | 69.9%+5.5pp |
| Annual return | -5.41% | 3.01%-8.4pp | 119.20%-124.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $9,167 | $5,423+69.0% | $6,426+42.7% | $3,350+173.7% |
| Admin fee / account holder | $3 | $554-99.5% | $9,284-100.0% | $521-99.5% |