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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,415 | $60,488+206.5% | $109,895+68.7% | $79,386+133.6% |
| Participation rate | 92.5% | 67.0%+25.5pp | 74.2%+18.3pp | 70.7%+21.8pp |
| Annual return | 65.57% | 189.57%-124.0pp | 29.45%+36.1pp | 116.85%-51.3pp |
| Employer contribution / active EE | $3,760 | $1,649+128.0% | $2,842+32.3% | $2,427+54.9% |
| Participant deferral / active EE | $0 | $3,220-100.0% | $4,048-100.0% | $4,046-100.0% |
| Admin fee / account holder | $15 | $605-97.5% | $6,066-99.8% | $626-97.6% |