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 10-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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,304 | $63,346-90.0% | $92,233-93.2% | $70,131-91.0% |
| Participation rate | 79.3% | 68.7%+10.6pp | 76.5%+2.8pp | 69.5%+9.8pp |
| Annual return | 14.98% | 530.12%-515.1pp | 176.28%-161.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $2,873 | $2,471+16.2% | $3,679-21.9% | $2,342+22.6% |
| Participant deferral / active EE | $1,778 | $2,854-37.7% | $3,897-54.4% | $3,332-46.6% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |