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 | $26,644 | $91,552-70.9% | $133,956-80.1% | $79,858-66.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.93% | 61.85%-47.9pp | 45.09%-31.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $3,026 | $2,384+27.0% | $3,919-22.8% | $2,471+22.5% |
| Participant deferral / active EE | $2,432 | $3,733-34.9% | $5,048-51.8% | $3,740-35.0% |
| Admin fee / account holder | $19 | $6,321-99.7% | $8,927-99.8% | $5,306-99.6% |