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 8-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.
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 | $34,294 | $71,050-51.7% | $93,606-63.4% | $80,856-57.6% |
| Participation rate | 83.3% | 60.4%+22.9pp | 68.7%+14.6pp | 67.6%+15.7pp |
| Annual return | 17.47% | 11.26%+6.2pp | 133.20%-115.7pp | 35.59%-18.1pp |
| Employer contribution / active EE | $6,767 | $1,564+332.8% | $2,420+179.7% | $2,755+145.6% |
| Participant deferral / active EE | $2,277 | $4,034-43.5% | $4,411-48.4% | $4,296-47.0% |
| Admin fee / account holder | $288 | $6,945-95.9% | $8,285-96.5% | $6,918-95.8% |