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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,428 | $78,672-84.2% | $109,143-88.6% | $85,850-85.5% |
| Participation rate | 70.1% | 68.3%+1.9pp | 75.9%-5.7pp | 69.3%+0.8pp |
| Annual return | 13.98% | 25.09%-11.1pp | 25.75%-11.8pp | 318.53%-304.5pp |
| Employer contribution / active EE | $2,002 | $2,735-26.8% | $3,722-46.2% | $2,565-21.9% |
| Participant deferral / active EE | $1,221 | $3,467-64.8% | $4,653-73.8% | $3,952-69.1% |
| Admin fee / account holder | $20 | $5,469-99.6% | $6,752-99.7% | $6,260-99.7% |