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 9-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 | $17,802 | $62,127-71.3% | $81,382-78.1% | $74,495-76.1% |
| Participation rate | 71.0% | 64.0%+7.0pp | 69.5%+1.5pp | 67.2%+3.8pp |
| Annual return | 12.80% | 16.48%-3.7pp | 24.73%-11.9pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,375 | $1,882-27.0% | $2,463-44.2% | $2,623-47.6% |
| Participant deferral / active EE | $2,013 | $3,229-37.7% | $3,883-48.2% | $4,346-53.7% |
| Admin fee / account holder | $127 | $1,934-93.4% | $5,768-97.8% | $1,942-93.5% |