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 | $22,454 | $39,122-42.6% | $57,179-60.7% | $62,891-64.3% |
| Participation rate | 97.5% | 70.5%+27.0pp | 75.3%+22.2pp | 69.3%+28.2pp |
| Annual return | 5.67% | 9.23%-3.6pp | 14.59%-8.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,580 | $1,874+37.6% | $2,682-3.8% | $2,281+13.1% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |