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.
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 | $1,838 | $25,014-92.7% | $69,647-97.4% | $80,856-97.7% |
| Participation rate | 73.2% | 64.2%+8.9pp | 66.5%+6.7pp | 67.6%+5.6pp |
| Annual return | 15.65% | 19.07%-3.4pp | 100.48%-84.8pp | 35.59%-19.9pp |
| Employer contribution / active EE | $158 | $993-84.1% | $1,712-90.8% | $2,755-94.3% |
| Participant deferral / active EE | $854 | $1,839-53.6% | $2,886-70.4% | $4,296-80.1% |
| Admin fee / account holder | $7 | $2,488-99.7% | $4,713-99.9% | $6,918-99.9% |