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.
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 | $21,975 | $73,004-69.9% | $90,749-75.8% | $68,494-67.9% |
| Participation rate | 94.7% | 70.8%+23.8pp | 75.7%+19.0pp | 67.9%+26.8pp |
| Annual return | 1.44% | -13.81%+15.2pp | -12.16%+13.6pp | -7.84%+9.3pp |
| Employer contribution / active EE | $3,827 | $2,193+74.5% | $2,921+31.0% | $2,596+47.4% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,445-100.0% | $5,403-100.0% |