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 | $34,625 | $61,156-43.4% | $185,823-81.4% | $79,386-56.4% |
| Participation rate | 86.0% | 66.6%+19.4pp | 81.7%+4.3pp | 70.7%+15.3pp |
| Annual return | 13.89% | 19.45%-5.6pp | 122.05%-108.2pp | 116.85%-103.0pp |
| Employer contribution / active EE | $1,394 | $2,321-39.9% | $5,167-73.0% | $2,427-42.6% |
| Participant deferral / active EE | $3,300 | $2,789+18.3% | $5,568-40.7% | $4,046-18.4% |
| Admin fee / account holder | $0 | $710-100.0% | $16,237-100.0% | $626-100.0% |