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 4-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 | $5,987 | $25,014-76.1% | $69,647-91.4% | $80,856-92.6% |
| Participation rate | 82.2% | 64.2%+17.9pp | 66.5%+15.7pp | 67.6%+14.6pp |
| Annual return | 18.51% | 19.07%-0.6pp | 100.48%-82.0pp | 35.59%-17.1pp |
| Employer contribution / active EE | $1,142 | $993+15.0% | $1,712-33.3% | $2,755-58.6% |
| Participant deferral / active EE | $1,804 | $1,839-1.9% | $2,886-37.5% | $4,296-58.0% |
| Admin fee / account holder | $24 | $2,488-99.0% | $4,713-99.5% | $6,918-99.6% |