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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,156 | $89,739-73.1% | $149,718-83.9% | $62,292-61.2% |
| Participation rate | 80.6% | 85.1%-4.5pp | 87.1%-6.5pp | 69.5%+11.0pp |
| Annual return | 19.60% | 21.01%-1.4pp | 1501.63%-1482.0pp | 28.90%-9.3pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,838 | $4,797-40.8% | $6,569-56.8% | $3,169-10.4% |
| Admin fee / account holder | $53 | $551-90.4% | $11,283-99.5% | $479-89.0% |