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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,988 | $47,977-85.4% | $154,107-95.5% | $56,287-87.6% |
| Participation rate | 97.6% | 66.2%+31.5pp | 83.0%+14.6pp | 69.9%+27.8pp |
| Annual return | -7.78% | 3.54%-11.3pp | 735.12%-742.9pp | -9.96%+2.2pp |
| Employer contribution / active EE | $2,116 | $2,169-2.4% | $5,298-60.0% | $2,111+0.3% |
| Participant deferral / active EE | $1,677 | $2,392-29.9% | $5,081-67.0% | $3,350-49.9% |
| Admin fee / account holder | $23 | $438-94.8% | $13,411-99.8% | $521-95.6% |