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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $275 |
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 | $16,509 | $61,156-73.0% | $185,823-91.1% | $79,386-79.2% |
| Participation rate | 94.3% | 66.6%+27.7pp | 81.7%+12.6pp | 70.7%+23.6pp |
| Annual return | 19.25% | 19.45%-0.2pp | 122.05%-102.8pp | 116.85%-97.6pp |
| Employer contribution / active EE | $476 | $2,321-79.5% | $5,167-90.8% | $2,427-80.4% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $273 | $710-61.6% | $16,237-98.3% | $626-56.5% |