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 | $26,757 | $55,214-51.5% | $104,607-74.4% | $73,488-63.6% |
| Participation rate | 87.3% | 67.8%+19.5pp | 74.1%+13.2pp | 70.7%+16.6pp |
| Annual return | 20.14% | 24.79%-4.6pp | 340.46%-320.3pp | 28.51%-8.4pp |
| Employer contribution / active EE | $1,954 | $1,468+33.1% | $2,681-27.1% | $2,270-13.9% |
| Participant deferral / active EE | $5,200 | $2,925+77.8% | $3,740+39.0% | $3,740+39.0% |
| Admin fee / account holder | $1 | $424-99.9% | $6,473-100.0% | $513-99.9% |