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 | $8,797 | $55,415-84.1% | $155,509-94.3% | $74,495-88.2% |
| Participation rate | 88.9% | 61.9%+27.0pp | 78.2%+10.7pp | 67.2%+21.7pp |
| Annual return | 12.96% | 268.50%-255.5pp | 64.67%-51.7pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,830 | $2,267-19.3% | $4,672-60.8% | $2,623-30.2% |
| Participant deferral / active EE | $1,041 | $2,836-63.3% | $5,626-81.5% | $4,346-76.0% |
| Admin fee / account holder | $4 | $1,738-99.8% | $15,912-100.0% | $1,942-99.8% |