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.
Employer 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 | $24,219 | $70,908-65.8% | $98,907-75.5% | $73,488-67.0% |
| Participation rate | 90.6% | 73.8%+16.8pp | 76.0%+14.5pp | 70.7%+19.9pp |
| Annual return | 19.86% | 34.17%-14.3pp | 196.43%-176.6pp | 28.51%-8.6pp |
| Employer contribution / active EE | $378 | $2,036-81.4% | $2,689-85.9% | $2,270-83.4% |
| Participant deferral / active EE | $2,787 | $3,500-20.4% | $4,244-34.3% | $3,740-25.5% |
| Admin fee / account holder | $90 | $535-83.2% | $6,642-98.6% | $513-82.4% |