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.
Employer contribution per participant 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 | $9,899 | $47,126-79.0% | $149,673-93.4% | $74,419-86.7% |
| Participation rate | 95.7% | 63.4%+32.3pp | 78.8%+16.9pp | 70.7%+24.9pp |
| Annual return | 18.67% | 22.75%-4.1pp | 134.42%-115.7pp | 34.38%-15.7pp |
| Employer contribution / active EE | $242 | $1,905-87.3% | $4,818-95.0% | $2,637-90.8% |
| Participant deferral / active EE | $1,282 | $2,728-53.0% | $5,680-77.4% | $4,528-71.7% |
| Admin fee / account holder | $0 | $343-100.0% | $13,210-100.0% | $348-100.0% |