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).
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 | $14,970 | $53,127-71.8% | $86,590-82.7% | $70,131-78.7% |
| Participation rate | 95.4% | 65.3%+30.1pp | 73.5%+21.8pp | 69.5%+25.8pp |
| Annual return | 17.73% | 27.66%-9.9pp | 964.84%-947.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $144 | $2,068-93.0% | $2,839-94.9% | $2,342-93.8% |
| Participant deferral / active EE | $2,106 | $2,696-21.9% | $3,609-41.6% | $3,332-36.8% |
| Admin fee / account holder | $60 | $3,585-98.3% | $4,906-98.8% | $4,645-98.7% |