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 | $24,057 | $55,453-56.6% | $170,442-85.9% | $62,292-61.4% |
| Participation rate | 86.0% | 66.4%+19.6pp | 83.6%+2.4pp | 69.5%+16.4pp |
| Annual return | 12.70% | 21.38%-8.7pp | 205.93%-193.2pp | 28.90%-16.2pp |
| Employer contribution / active EE | $605 | $2,164-72.1% | $5,433-88.9% | $2,042-70.4% |
| Participant deferral / active EE | $4,177 | $2,303+81.4% | $4,939-15.4% | $3,169+31.8% |
| Admin fee / account holder | $244 | $455-46.4% | $13,880-98.2% | $479-49.2% |