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 | $13,267 | $62,127-78.6% | $81,382-83.7% | $74,495-82.2% |
| Participation rate | 78.4% | 64.0%+14.3pp | 69.5%+8.9pp | 67.2%+11.2pp |
| Annual return | 12.05% | 16.48%-4.4pp | 24.73%-12.7pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,159 | $1,882-38.5% | $2,463-53.0% | $2,623-55.8% |
| Participant deferral / active EE | $1,620 | $3,229-49.8% | $3,883-58.3% | $4,346-62.7% |
| Admin fee / account holder | $216 | $1,934-88.9% | $5,768-96.3% | $1,942-88.9% |