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 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 | $52,111 | $55,002-5.3% | $59,878-13.0% | $56,287-7.4% |
| Participation rate | 98.2% | 75.9%+22.3pp | 74.7%+23.5pp | 69.9%+28.3pp |
| Annual return | -3.51% | 1.13%-4.6pp | 3.46%-7.0pp | -9.96%+6.4pp |
| Employer contribution / active EE | $1,089 | $2,448-55.5% | $2,722-60.0% | $2,111-48.4% |
| Participant deferral / active EE | $2,028 | $3,121-35.0% | $3,402-40.4% | $3,350-39.5% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |