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 | $19,975 | $79,944-75.0% | $98,439-79.7% | $75,163-73.4% |
| Participation rate | 90.2% | 70.4%+19.9pp | 75.2%+15.1pp | 67.2%+23.1pp |
| Annual return | -6.52% | 19.75%-26.3pp | 21.16%-27.7pp | 160.62%-167.1pp |
| Employer contribution / active EE | $2,439 | $2,264+7.7% | $3,048-20.0% | $2,670-8.6% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $6,840-100.0% | $8,948-100.0% | $5,651-100.0% |