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 6-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 | $15,387 | $49,915-69.2% | $154,803-90.1% | $74,304-79.3% |
| Participation rate | 90.2% | 54.0%+36.2pp | 78.1%+12.1pp | 60.3%+29.8pp |
| Annual return | 5.07% | 34.06%-29.0pp | 58.88%-53.8pp | 29.43%-24.4pp |
| Employer contribution / active EE | $5,360 | $1,611+232.7% | $4,305+24.5% | $2,241+139.2% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,189-100.0% | $14,329-100.0% | $2,969-100.0% |