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 | $1,818 | $24,733-92.6% | $69,647-97.4% | $74,495-97.6% |
| Participation rate | 74.4% | 63.5%+10.9pp | 66.5%+7.9pp | 67.2%+7.2pp |
| Annual return | 16.02% | 18.55%-2.5pp | 100.48%-84.5pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $517 | $1,001-48.4% | $1,712-69.8% | $2,623-80.3% |
| Participant deferral / active EE | $1,265 | $1,901-33.4% | $2,886-56.2% | $4,346-70.9% |
| Admin fee / account holder | $6 | $1,892-99.7% | $4,713-99.9% | $1,942-99.7% |