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 | $0 | $62,672-100.0% | $185,117-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 63.8%-63.8pp | 77.3%-77.3pp | 69.5%-69.5pp |
| Annual return | 18.33% | 40.79%-22.5pp | 40.50%-22.2pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,310 | $1,753+31.7% | $4,182-44.8% | $2,342-1.4% |
| Participant deferral / active EE | $3,883 | $3,272+18.7% | $5,045-23.0% | $3,332+16.5% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |