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 | $29,991 | $52,580-43.0% | $71,671-58.2% | $70,131-57.2% |
| Participation rate | 97.7% | 60.9%+36.9pp | 68.7%+29.0pp | 69.5%+28.2pp |
| Annual return | 16.75% | 20.25%-3.5pp | 20.65%-3.9pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,413 | $1,616-12.5% | $2,460-42.6% | $2,342-39.7% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |