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 8-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 | $21,486 | $76,000-71.7% | $154,107-86.1% | $64,186-66.5% |
| Participation rate | 73.6% | 70.4%+3.2pp | 83.0%-9.4pp | 69.6%+4.1pp |
| Annual return | -2.39% | 30.32%-32.7pp | 735.12%-737.5pp | 7.63%-10.0pp |
| Employer contribution / active EE | $896 | $3,351-73.3% | $5,298-83.1% | $2,381-62.4% |
| Participant deferral / active EE | $1,366 | $3,175-57.0% | $5,081-73.1% | $3,470-60.6% |
| Admin fee / account holder | $132 | $5,596-97.6% | $13,411-99.0% | $4,888-97.3% |