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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,711 | $42,772-25.9% | $87,507-63.8% | $55,167-42.5% |
| Participation rate | 91.0% | 66.5%+24.5pp | 73.8%+17.1pp | 69.0%+22.0pp |
| Annual return | 0.00% | 21.20%-21.2pp | 12.21%-12.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $246 | $1,277-80.8% | $2,550-90.4% | $1,963-87.5% |
| Participant deferral / active EE | $0 | $2,342-100.0% | $3,149-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $461-100.0% | $4,221-100.0% | $504-100.0% |