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 7-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 | $10,230 | $93,131-89.0% | $106,548-90.4% | $86,799-88.2% |
| Participation rate | 81.8% | 81.4%+0.4pp | 76.1%+5.7pp | 72.3%+9.5pp |
| Annual return | 19.61% | 19.45%+0.2pp | 26.80%-7.2pp | 97.91%-78.3pp |
| Employer contribution / active EE | $1,828 | $2,895-36.9% | $2,819-35.2% | $2,405-24.0% |
| Participant deferral / active EE | $2,481 | $4,708-47.3% | $4,398-43.6% | $4,131-39.9% |
| Admin fee / account holder | $11 | $145-92.5% | $7,407-99.9% | $170-93.6% |