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 3-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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,688 | $20,316-86.8% | $66,042-95.9% | $74,304-96.4% |
| Participation rate | 77.1% | 62.8%+14.3pp | 67.5%+9.6pp | 60.3%+16.7pp |
| Annual return | 21.36% | 28.10%-6.7pp | 52.11%-30.8pp | 29.43%-8.1pp |
| Employer contribution / active EE | $184 | $745-75.3% | $1,579-88.3% | $2,241-91.8% |
| Participant deferral / active EE | $914 | $1,615-43.4% | $2,835-67.8% | $3,767-75.7% |
| Admin fee / account holder | $16 | $1,668-99.0% | $5,747-99.7% | $2,969-99.5% |