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 4-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 | $17,001 | $91,762-81.5% | $67,502-74.8% | $77,643-78.1% |
| Participation rate | 70.6% | 75.9%-5.3pp | 72.9%-2.3pp | 70.6%0pp |
| Annual return | 17.78% | 14.87%+2.9pp | 3512.12%-3494.3pp | 31.24%-13.5pp |
| Employer contribution / active EE | $1,909 | $3,181-40.0% | $2,731-30.1% | $2,726-30.0% |
| Participant deferral / active EE | $3,048 | $3,903-21.9% | $4,000-23.8% | $4,647-34.4% |
| Admin fee / account holder | $0 | $176-100.0% | $3,998-100.0% | $430-100.0% |