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 | $16,461 | $46,360-64.5% | $147,614-88.8% | $52,331-68.5% |
| Participation rate | 79.2% | 64.9%+14.3pp | 84.6%-5.4pp | 68.1%+11.1pp |
| Annual return | 2.16% | 1.62%+0.5pp | 61.98%-59.8pp | 4.54%-2.4pp |
| Employer contribution / active EE | $763 | $2,126-64.1% | $5,564-86.3% | $1,882-59.5% |
| Participant deferral / active EE | $873 | $2,258-61.3% | $4,895-82.2% | $3,022-71.1% |
| Admin fee / account holder | $11 | $766-98.6% | $11,611-99.9% | $592-98.1% |