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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,587 | $54,762-25.9% | $90,281-55.0% | $72,985-44.4% |
| Participation rate | 97.8% | 65.1%+32.7pp | 73.3%+24.6pp | 69.5%+28.3pp |
| Annual return | 5.00% | 30.63%-25.6pp | 78.10%-73.1pp | 81.00%-76.0pp |
| Employer contribution / active EE | $1,148 | $2,092-45.1% | $2,854-59.8% | $2,440-52.9% |
| Participant deferral / active EE | $3,357 | $2,887+16.3% | $3,885-13.6% | $3,607-6.9% |
| Admin fee / account holder | $14 | $3,972-99.7% | $5,351-99.7% | $5,124-99.7% |