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 | $18,760 | $48,230-61.1% | $67,502-72.2% | $80,856-76.8% |
| Participation rate | 98.8% | 66.4%+32.4pp | 72.9%+25.9pp | 67.6%+31.2pp |
| Annual return | 16.07% | 18.28%-2.2pp | 3512.12%-3496.1pp | 35.59%-19.5pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,275 | $2,924+46.2% | $4,000+6.9% | $4,296-0.5% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |