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 | $122,222 | $59,805+104.4% | $79,550+53.6% | $68,494+78.4% |
| Participation rate | 96.8% | 61.1%+35.7pp | 69.5%+27.3pp | 67.9%+28.9pp |
| Annual return | 7.03% | -12.30%+19.3pp | 0.16%+6.9pp | -7.84%+14.9pp |
| Employer contribution / active EE | $2,700 | $1,505+79.4% | $2,413+11.9% | $2,596+4.0% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $10 | $4,835-99.8% | $6,832-99.9% | $5,403-99.8% |