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 4-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 | $3,880 | $20,316-80.9% | $66,042-94.1% | $74,304-94.8% |
| Participation rate | 79.0% | 62.8%+16.2pp | 67.5%+11.5pp | 60.3%+18.7pp |
| Annual return | 17.22% | 28.10%-10.9pp | 52.11%-34.9pp | 29.43%-12.2pp |
| Employer contribution / active EE | $496 | $745-33.4% | $1,579-68.6% | $2,241-77.9% |
| Participant deferral / active EE | $1,340 | $1,615-17.0% | $2,835-52.7% | $3,767-64.4% |
| Admin fee / account holder | $20 | $1,668-98.8% | $5,747-99.7% | $2,969-99.3% |