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 | $40,727 | $84,487-51.8% | $125,339-67.5% | $66,914-39.1% |
| Participation rate | 80.1% | 76.4%+3.7pp | 82.4%-2.3pp | 69.8%+10.3pp |
| Annual return | -14.47% | -8.39%-6.1pp | 572.05%-586.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $3,787 | $3,553+6.6% | $4,814-21.3% | $2,544+48.9% |
| Participant deferral / active EE | $12,673 | $6,781+86.9% | $7,446+70.2% | $4,237+199.1% |
| Admin fee / account holder | $245 | $685-64.3% | $10,010-97.6% | $593-58.8% |