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.
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 | $42,816 | $65,061-34.2% | $143,757-70.2% | $66,914-36.0% |
| Participation rate | 73.0% | 65.2%+7.9pp | 80.3%-7.3pp | 69.8%+3.2pp |
| Annual return | -15.82% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $706 | $2,361-70.1% | $4,951-85.7% | $2,544-72.3% |
| Participant deferral / active EE | $2,460 | $2,919-15.7% | $5,637-56.4% | $4,237-41.9% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |