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 | $58,571 | $80,753-27.5% | $136,294-57.0% | $62,292-6.0% |
| Participation rate | 92.6% | 73.5%+19.1pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 20.15% | 35.83%-15.7pp | 5155.94%-5135.8pp | 28.90%-8.7pp |
| Employer contribution / active EE | $2,488 | $2,884-13.7% | $4,695-47.0% | $2,042+21.8% |
| Participant deferral / active EE | $3,875 | $5,164-25.0% | $6,247-38.0% | $3,169+22.3% |
| Admin fee / account holder | $3 | $525-99.4% | $9,243-100.0% | $479-99.3% |