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 | $26,270 | $54,573-51.9% | $90,951-71.1% | $73,488-64.3% |
| Participation rate | 76.9% | 61.2%+15.7pp | 69.0%+7.9pp | 70.7%+6.2pp |
| Annual return | 15.05% | 16.69%-1.6pp | 134.60%-119.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $938 | $991-5.4% | $2,122-55.8% | $2,270-58.7% |
| Participant deferral / active EE | $2,938 | $2,517+16.7% | $3,373-12.9% | $3,740-21.4% |
| Admin fee / account holder | $288 | $521-44.8% | $5,959-95.2% | $513-43.9% |