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 6-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 | $66,111 | $78,485-15.8% | $106,213-37.8% | $74,495-11.3% |
| Participation rate | 89.2% | 72.8%+16.4pp | 75.3%+13.9pp | 67.2%+22.0pp |
| Annual return | 72.67% | 15.95%+56.7pp | 116.14%-43.5pp | 1364.94%-1292.3pp |
| Employer contribution / active EE | $6,292 | $2,523+149.4% | $3,171+98.4% | $2,623+139.9% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,016-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $11,033-100.0% | $1,942-100.0% |