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 | $15,875 | $65,561-75.8% | $91,541-82.7% | $74,304-78.6% |
| Participation rate | 100.0% | 56.6%+43.4pp | 69.8%+30.2pp | 60.3%+39.7pp |
| Annual return | 0.49% | 17.68%-17.2pp | 20.50%-20.0pp | 29.43%-28.9pp |
| Employer contribution / active EE | $2,000 | $1,717+16.5% | $2,505-20.1% | $2,241-10.8% |
| Participant deferral / active EE | $0 | $2,918-100.0% | $4,008-100.0% | $3,767-100.0% |
| Admin fee / account holder | $44 | $3,333-98.7% | $6,956-99.4% | $2,969-98.5% |