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 5-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 | $2,850 | $54,517-94.8% | $75,972-96.2% | $74,495-96.2% |
| Participation rate | 83.9% | 60.3%+23.6pp | 69.1%+14.9pp | 67.2%+16.7pp |
| Annual return | 19.92% | 31.82%-11.9pp | 359.55%-339.6pp | 1364.94%-1345.0pp |
| Employer contribution / active EE | $1,164 | $1,777-34.5% | $2,685-56.6% | $2,623-55.6% |
| Participant deferral / active EE | $1,110 | $3,066-63.8% | $4,255-73.9% | $4,346-74.5% |
| Admin fee / account holder | $9 | $2,229-99.6% | $6,467-99.9% | $1,942-99.5% |