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.
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 | $79,266 | $82,917-4.4% | $103,333-23.3% | $77,643+2.1% |
| Participation rate | 98.4% | 71.6%+26.8pp | 74.5%+23.9pp | 70.6%+27.8pp |
| Annual return | 628.74% | 19.13%+609.6pp | 24.88%+603.9pp | 31.24%+597.5pp |
| Employer contribution / active EE | $8,506 | $3,552+139.5% | $3,868+119.9% | $2,726+212.1% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |