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 3-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 | $3,184 | $56,317-94.3% | $71,209-95.5% | $74,304-95.7% |
| Participation rate | 86.1% | 55.1%+31.0pp | 73.8%+12.4pp | 60.3%+25.8pp |
| Annual return | 20.19% | 42.83%-22.6pp | 282.51%-262.3pp | 29.43%-9.2pp |
| Employer contribution / active EE | $557 | $2,160-74.2% | $2,721-79.5% | $2,241-75.2% |
| Participant deferral / active EE | $917 | $2,788-67.1% | $4,175-78.0% | $3,767-75.7% |
| Admin fee / account holder | $35 | $2,290-98.5% | $5,349-99.3% | $2,969-98.8% |