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 9-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 | $22,252 | $43,327-48.6% | $59,878-62.8% | $64,186-65.3% |
| Participation rate | 72.2% | 69.2%+3.1pp | 74.7%-2.5pp | 69.6%+2.7pp |
| Annual return | 8.06% | -1.55%+9.6pp | 3.46%+4.6pp | 7.63%+0.4pp |
| Employer contribution / active EE | $557 | $2,028-72.6% | $2,722-79.6% | $2,381-76.6% |
| Participant deferral / active EE | $1,278 | $2,546-49.8% | $3,402-62.4% | $3,470-63.2% |
| Admin fee / account holder | $15 | $3,005-99.5% | $3,590-99.6% | $4,888-99.7% |