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 | $9,328 | $26,805-65.2% | $59,496-84.3% | $52,331-82.2% |
| Participation rate | 100.0% | 39.3%+60.7pp | 54.6%+45.4pp | 68.1%+31.9pp |
| Annual return | -3.22% | 2.61%-5.8pp | 182.05%-185.3pp | 4.54%-7.8pp |
| Employer contribution / active EE | $741 | $450+64.8% | $1,153-35.7% | $1,882-60.6% |
| Participant deferral / active EE | $1,459 | $916+59.2% | $1,829-20.3% | $3,022-51.7% |
| Admin fee / account holder | $89 | $305-70.7% | $2,232-96.0% | $592-84.9% |