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 | $87,555 | $49,227+77.9% | $70,449+24.3% | $79,858+9.6% |
| Participation rate | 98.9% | 69.2%+29.7pp | 75.1%+23.8pp | 69.6%+29.2pp |
| Annual return | 12.48% | 30.06%-17.6pp | 109.03%-96.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $3,175 | $2,099+51.3% | $2,737+16.0% | $2,471+28.5% |
| Participant deferral / active EE | $1,668 | $2,768-39.7% | $3,709-55.0% | $3,740-55.4% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |