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.
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 | $28,864 | $55,415-47.9% | $155,509-81.4% | $74,495-61.3% |
| Participation rate | 84.5% | 61.9%+22.6pp | 78.2%+6.3pp | 67.2%+17.3pp |
| Annual return | 10.89% | 268.50%-257.6pp | 64.67%-53.8pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,928 | $2,267-15.0% | $4,672-58.7% | $2,623-26.5% |
| Participant deferral / active EE | $1,680 | $2,836-40.8% | $5,626-70.1% | $4,346-61.3% |
| Admin fee / account holder | $24 | $1,738-98.6% | $15,912-99.9% | $1,942-98.8% |