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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,882 | $95,416-83.4% | $185,823-91.5% | $85,850-81.5% |
| Participation rate | 98.8% | 68.8%+30.0pp | 81.7%+17.0pp | 69.3%+29.4pp |
| Annual return | 15.34% | 23.59%-8.2pp | 122.05%-106.7pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,516 | $3,314-54.2% | $5,167-70.7% | $2,565-40.9% |
| Participant deferral / active EE | $2,023 | $3,423-40.9% | $5,568-63.7% | $3,952-48.8% |
| Admin fee / account holder | $25 | $7,213-99.7% | $16,237-99.8% | $6,260-99.6% |