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 | $2,924 | $65,409-95.5% | $98,442-97.0% | $85,850-96.6% |
| Participation rate | 71.9% | 65.0%+6.9pp | 73.3%-1.5pp | 69.3%+2.6pp |
| Annual return | 12.43% | 21.76%-9.3pp | 1492.73%-1480.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $282 | $2,168-87.0% | $2,960-90.5% | $2,565-89.0% |
| Participant deferral / active EE | $880 | $3,166-72.2% | $4,276-79.4% | $3,952-77.7% |
| Admin fee / account holder | $37 | $4,593-99.2% | $5,949-99.4% | $6,260-99.4% |