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 | $20,540 | $81,248-74.7% | $155,509-86.8% | $80,856-74.6% |
| Participation rate | 81.8% | 66.2%+15.6pp | 78.2%+3.6pp | 67.6%+14.2pp |
| Annual return | 13.53% | 33.31%-19.8pp | 64.67%-51.1pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,015 | $3,100-67.3% | $4,672-78.3% | $2,755-63.2% |
| Participant deferral / active EE | $1,413 | $3,452-59.1% | $5,626-74.9% | $4,296-67.1% |
| Admin fee / account holder | $12 | $7,997-99.9% | $15,912-99.9% | $6,918-99.8% |