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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,688 | $78,485-66.0% | $106,213-74.9% | $74,495-64.2% |
| Participation rate | 75.9% | 72.8%+3.1pp | 75.3%+0.6pp | 67.2%+8.7pp |
| Annual return | 14.67% | 15.95%-1.3pp | 116.14%-101.5pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,281 | $2,523-49.2% | $3,171-59.6% | $2,623-51.2% |
| Participant deferral / active EE | $3,063 | $4,322-29.1% | $5,016-38.9% | $4,346-29.5% |
| Admin fee / account holder | $15 | $2,232-99.3% | $11,033-99.9% | $1,942-99.2% |