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 9-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.
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 | $48,804 | $105,181-53.6% | $159,436-69.4% | $85,850-43.2% |
| Participation rate | 99.0% | 75.8%+23.2pp | 82.8%+16.2pp | 69.3%+29.7pp |
| Annual return | 68.23% | 45.07%+23.2pp | 263.57%-195.3pp | 318.53%-250.3pp |
| Employer contribution / active EE | $1,041 | $3,318-68.6% | $4,829-78.5% | $2,565-59.4% |
| Participant deferral / active EE | $6,156 | $5,945+3.6% | $7,352-16.3% | $3,952+55.8% |
| Admin fee / account holder | $13 | $6,933-99.8% | $10,799-99.9% | $6,260-99.8% |