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 | $35,835 | $84,233-57.5% | $170,442-79.0% | $70,131-48.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.12% | 23.06%-6.9pp | 205.93%-189.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $3,013 | $3,387-11.0% | $5,433-44.5% | $2,342+28.6% |
| Participant deferral / active EE | $1,997 | $3,086-35.3% | $4,939-59.6% | $3,332-40.1% |
| Admin fee / account holder | $5 | $5,698-99.9% | $13,880-100.0% | $4,645-99.9% |