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.
Annual investment return 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 | $25,183 | $86,944-71.0% | $107,525-76.6% | $74,304-66.1% |
| Participation rate | 81.6% | 59.6%+22.1pp | 75.1%+6.6pp | 60.3%+21.3pp |
| Annual return | 12.80% | 23.52%-10.7pp | 181.32%-168.5pp | 29.43%-16.6pp |
| Employer contribution / active EE | $2,459 | $2,757-10.8% | $3,754-34.5% | $2,241+9.7% |
| Participant deferral / active EE | $2,277 | $3,554-35.9% | $5,116-55.5% | $3,767-39.6% |
| Admin fee / account holder | $7 | $3,727-99.8% | $8,919-99.9% | $2,969-99.8% |