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 | $59,153 | $80,724-26.7% | $103,333-42.8% | $74,495-20.6% |
| Participation rate | 96.8% | 65.7%+31.1pp | 74.5%+22.3pp | 67.2%+29.6pp |
| Annual return | 70.07% | 27.56%+42.5pp | 24.88%+45.2pp | 1364.94%-1294.9pp |
| Employer contribution / active EE | $4,318 | $3,157+36.8% | $3,868+11.6% | $2,623+64.6% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |