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 5-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 | $17,795 | $59,101-69.9% | $77,163-76.9% | $75,163-76.3% |
| Participation rate | 76.0% | 63.9%+12.1pp | 69.6%+6.4pp | 67.2%+8.8pp |
| Annual return | 26.87% | 26.71%+0.2pp | 37.87%-11.0pp | 160.62%-133.7pp |
| Employer contribution / active EE | $559 | $1,995-72.0% | $2,535-78.0% | $2,670-79.1% |
| Participant deferral / active EE | $8,064 | $2,999+168.9% | $3,833+110.4% | $4,125+95.5% |
| Admin fee / account holder | $51 | $4,774-98.9% | $5,472-99.1% | $5,651-99.1% |