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.
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 | $30,650 | $84,487-63.7% | $125,339-75.5% | $66,914-54.2% |
| Participation rate | 98.2% | 76.4%+21.8pp | 82.4%+15.8pp | 69.8%+28.4pp |
| Annual return | -16.15% | -8.39%-7.8pp | 572.05%-588.2pp | 1.58%-17.7pp |
| Employer contribution / active EE | $864 | $3,553-75.7% | $4,814-82.1% | $2,544-66.0% |
| Participant deferral / active EE | $3,538 | $6,781-47.8% | $7,446-52.5% | $4,237-16.5% |
| Admin fee / account holder | $24 | $685-96.5% | $10,010-99.8% | $593-95.9% |