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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,430 | $34,934-93.0% | $56,411-95.7% | $74,495-96.7% |
| Participation rate | 95.8% | 32.8%+63.0pp | 52.5%+43.4pp | 67.2%+28.6pp |
| Annual return | 16.11% | 25.94%-9.8pp | 1701.33%-1685.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $114 | $609-81.2% | $1,039-89.0% | $2,623-95.6% |
| Participant deferral / active EE | $1,232 | $1,170+5.2% | $1,952-36.9% | $4,346-71.7% |
| Admin fee / account holder | $218 | $2,364-90.8% | $2,829-92.3% | $1,942-88.8% |