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 3-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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,861 | $24,733-80.3% | $69,647-93.0% | $74,495-93.5% |
| Participation rate | 71.5% | 63.5%+8.0pp | 66.5%+5.1pp | 67.2%+4.3pp |
| Annual return | 26.49% | 18.55%+7.9pp | 100.48%-74.0pp | 1364.94%-1338.5pp |
| Employer contribution / active EE | $692 | $1,001-30.9% | $1,712-59.6% | $2,623-73.6% |
| Participant deferral / active EE | $1,630 | $1,901-14.2% | $2,886-43.5% | $4,346-62.5% |
| Admin fee / account holder | $18 | $1,892-99.1% | $4,713-99.6% | $1,942-99.1% |