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 | $51,816 | $61,660-16.0% | $80,019-35.2% | $64,186-19.3% |
| Participation rate | 95.1% | 71.7%+23.4pp | 75.8%+19.2pp | 69.6%+25.5pp |
| Annual return | -2.70% | -0.33%-2.4pp | 11.22%-13.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,402 | $1,810+32.7% | $2,468-2.7% | $2,381+0.9% |
| Participant deferral / active EE | $3,962 | $2,968+33.5% | $3,686+7.5% | $3,470+14.2% |
| Admin fee / account holder | $1 | $5,417-100.0% | $6,521-100.0% | $4,888-100.0% |