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 | $9,982 | $74,927-86.7% | $101,794-90.2% | $84,808-88.2% |
| Participation rate | 95.8% | 61.4%+34.4pp | 69.2%+26.6pp | 68.3%+27.5pp |
| Annual return | 18.80% | 18.70%+0.1pp | 30.53%-11.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,187 | $1,522-22.0% | $2,289-48.2% | $2,631-54.9% |
| Participant deferral / active EE | $2,208 | $3,099-28.8% | $4,084-45.9% | $4,212-47.6% |
| Admin fee / account holder | $120 | $6,514-98.2% | $8,777-98.6% | $7,344-98.4% |