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 7-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.
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,939 | $95,416-83.3% | $185,823-91.4% | $85,850-81.4% |
| Participation rate | 96.5% | 68.8%+27.7pp | 81.7%+14.8pp | 69.3%+27.2pp |
| Annual return | 3.13% | 23.59%-20.5pp | 122.05%-118.9pp | 318.53%-315.4pp |
| Employer contribution / active EE | $3,960 | $3,314+19.5% | $5,167-23.4% | $2,565+54.4% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |