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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,902 | $89,739-75.6% | $149,718-85.4% | $62,292-64.8% |
| Participation rate | 82.1% | 85.1%-3.0pp | 87.1%-4.9pp | 69.5%+12.6pp |
| Annual return | 122.98% | 21.01%+102.0pp | 1501.63%-1378.6pp | 28.90%+94.1pp |
| Employer contribution / active EE | $5 | $3,233-99.8% | $5,445-99.9% | $2,042-99.7% |
| Participant deferral / active EE | $6,876 | $4,797+43.3% | $6,569+4.7% | $3,169+117.0% |
| Admin fee / account holder | $225 | $551-59.1% | $11,283-98.0% | $479-53.0% |