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.
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 | $6,118 | $50,815-88.0% | $155,509-96.1% | $77,643-92.1% |
| Participation rate | 96.0% | 63.1%+32.9pp | 78.2%+17.8pp | 70.6%+25.4pp |
| Annual return | 13.80% | 34.80%-21.0pp | 64.67%-50.9pp | 31.24%-17.4pp |
| Employer contribution / active EE | $264 | $1,993-86.7% | $4,672-94.3% | $2,726-90.3% |
| Participant deferral / active EE | $1,815 | $2,822-35.7% | $5,626-67.7% | $4,647-60.9% |
| Admin fee / account holder | $5 | $437-98.9% | $15,912-100.0% | $430-98.9% |