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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,025 | $78,422-43.9% | $95,952-54.1% | $79,858-44.9% |
| Participation rate | 71.4% | 73.5%-2.1pp | 77.1%-5.6pp | 69.6%+1.8pp |
| Annual return | 11.82% | 19.37%-7.6pp | 91.61%-79.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,688 | $1,945-13.2% | $2,541-33.6% | $2,471-31.7% |
| Participant deferral / active EE | $3,887 | $3,440+13.0% | $4,167-6.7% | $3,740+3.9% |
| Admin fee / account holder | $29 | $5,622-99.5% | $6,795-99.6% | $5,306-99.5% |