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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,258 | $56,114-72.8% | $96,139-84.1% | $85,850-82.2% |
| Participation rate | 93.4% | 56.7%+36.7pp | 68.4%+25.0pp | 69.3%+24.1pp |
| Annual return | 34.26% | 42.30%-8.0pp | 191.94%-157.7pp | 318.53%-284.3pp |
| Employer contribution / active EE | $1,645 | $1,620+1.5% | $2,797-41.2% | $2,565-35.9% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $3,768-100.0% | $5,537-100.0% | $6,260-100.0% |