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.
Participant 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 | $913 | $25,014-96.4% | $69,647-98.7% | $80,856-98.9% |
| Participation rate | 77.0% | 64.2%+12.8pp | 66.5%+10.6pp | 67.6%+9.4pp |
| Annual return | 18.06% | 19.07%-1.0pp | 100.48%-82.4pp | 35.59%-17.5pp |
| Employer contribution / active EE | $488 | $993-50.9% | $1,712-71.5% | $2,755-82.3% |
| Participant deferral / active EE | $704 | $1,839-61.7% | $2,886-75.6% | $4,296-83.6% |
| Admin fee / account holder | $3 | $2,488-99.9% | $4,713-99.9% | $6,918-100.0% |