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 5-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 | $41,585 | $49,915-16.7% | $154,803-73.1% | $74,304-44.0% |
| Participation rate | 77.9% | 54.0%+23.9pp | 78.1%-0.2pp | 60.3%+17.5pp |
| Annual return | 13.86% | 34.06%-20.2pp | 58.88%-45.0pp | 29.43%-15.6pp |
| Employer contribution / active EE | $4,718 | $1,611+192.8% | $4,305+9.6% | $2,241+110.5% |
| Participant deferral / active EE | $5,864 | $2,255+160.1% | $5,540+5.8% | $3,767+55.6% |
| Admin fee / account holder | $217 | $2,189-90.1% | $14,329-98.5% | $2,969-92.7% |