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 | $18,820 | $55,415-66.0% | $155,509-87.9% | $74,495-74.7% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+19.9pp | 67.2%+30.9pp |
| Annual return | 16.11% | 268.50%-252.4pp | 64.67%-48.6pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $1,780 | $2,267-21.5% | $4,672-61.9% | $2,623-32.1% |
| Participant deferral / active EE | $2,327 | $2,836-17.9% | $5,626-58.6% | $4,346-46.4% |
| Admin fee / account holder | $17 | $1,738-99.0% | $15,912-99.9% | $1,942-99.1% |