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 7-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 | $5,235 | $65,365-92.0% | $92,893-94.4% | $72,985-92.8% |
| Participation rate | 87.8% | 68.3%+19.5pp | 76.0%+11.8pp | 69.5%+18.3pp |
| Annual return | 33.26% | 42.10%-8.8pp | 109.41%-76.2pp | 81.00%-47.7pp |
| Employer contribution / active EE | $807 | $2,594-68.9% | $3,653-77.9% | $2,440-66.9% |
| Participant deferral / active EE | $2,786 | $3,128-11.0% | $4,236-34.2% | $3,607-22.8% |
| Admin fee / account holder | $70 | $4,251-98.4% | $5,794-98.8% | $5,124-98.6% |