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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,515 | $59,263-19.8% | $96,562-50.8% | $79,386-40.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.8%+30.2pp | 70.7%+29.3pp |
| Annual return | 15.25% | 27.07%-11.8pp | 37.78%-22.5pp | 116.85%-101.6pp |
| Employer contribution / active EE | $5,216 | $1,216+329.1% | $2,356+121.3% | $2,427+114.9% |
| Participant deferral / active EE | $2,550 | $2,948-13.5% | $3,849-33.7% | $4,046-37.0% |
| Admin fee / account holder | $0 | $658-100.0% | $6,181-100.0% | $626-100.0% |