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 | $21,474 | $91,407-76.5% | $135,903-84.2% | $71,457-69.9% |
| Participation rate | 80.5% | 75.7%+4.9pp | 81.9%-1.4pp | 67.9%+12.6pp |
| Annual return | 19.13% | 29.90%-10.8pp | 68.23%-49.1pp | 28.85%-9.7pp |
| Employer contribution / active EE | $2,287 | $3,703-38.2% | $4,856-52.9% | $2,588-11.6% |
| Participant deferral / active EE | $5,645 | $7,092-20.4% | $7,758-27.2% | $4,289+31.6% |
| Admin fee / account holder | $126 | $1,266-90.0% | $10,762-98.8% | $1,587-92.0% |