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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,333 | $42,894-87.6% | $60,874-91.2% | $68,494-92.2% |
| Participation rate | 97.0% | 66.8%+30.2pp | 73.1%+23.9pp | 67.9%+29.1pp |
| Annual return | -16.02% | -13.98%-2.0pp | 16.90%-32.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $487 | $1,978-75.4% | $2,701-82.0% | $2,596-81.2% |
| Participant deferral / active EE | $1,436 | $2,867-49.9% | $3,817-62.4% | $4,027-64.3% |
| Admin fee / account holder | $125 | $3,101-96.0% | $3,224-96.1% | $5,403-97.7% |