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 | $11,273 | $23,224-51.5% | $71,086-84.1% | $55,725-79.8% |
| Participation rate | 94.6% | 37.9%+56.7pp | 54.7%+40.0pp | 70.9%+23.8pp |
| Annual return | -2.44% | -2.87%+0.4pp | 650.59%-653.0pp | 244.93%-247.4pp |
| Employer contribution / active EE | $1,923 | $436+340.9% | $1,088+76.8% | $2,078-7.5% |
| Participant deferral / active EE | $0 | $929-100.0% | $1,874-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $118-99.9% | $3,082-100.0% | $115-99.9% |