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 | $14,078 | $55,125-74.5% | $109,895-87.2% | $86,799-83.8% |
| Participation rate | 85.3% | 70.1%+15.2pp | 74.2%+11.1pp | 72.3%+13.1pp |
| Annual return | 24.00% | 26.20%-2.2pp | 29.45%-5.5pp | 97.91%-73.9pp |
| Employer contribution / active EE | $1,757 | $1,558+12.8% | $2,842-38.2% | $2,405-26.9% |
| Participant deferral / active EE | $2,703 | $3,337-19.0% | $4,048-33.2% | $4,131-34.6% |
| Admin fee / account holder | $3 | $141-98.0% | $6,066-100.0% | $170-98.3% |