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.
Annual investment return 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).
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 | $22,081 | $52,953-58.3% | $172,739-87.2% | $65,185-66.1% |
| Participation rate | 79.2% | 66.2%+13.0pp | 82.6%-3.4pp | 70.2%+9.0pp |
| Annual return | 2.00% | 30.12%-28.1pp | 802.84%-800.8pp | 29.38%-27.4pp |
| Employer contribution / active EE | $716 | $2,190-67.3% | $5,143-86.1% | $2,177-67.1% |
| Participant deferral / active EE | $2,647 | $2,471+7.1% | $5,198-49.1% | $3,514-24.7% |
| Admin fee / account holder | $228 | $472-51.7% | $13,954-98.4% | $847-73.1% |