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.
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 | $20,126 | $52,953-62.0% | $172,739-88.3% | $65,185-69.1% |
| Participation rate | 70.3% | 66.2%+4.1pp | 82.6%-12.3pp | 70.2%+0.1pp |
| Annual return | 22.78% | 30.12%-7.3pp | 802.84%-780.1pp | 29.38%-6.6pp |
| Employer contribution / active EE | $260 | $2,190-88.1% | $5,143-94.9% | $2,177-88.1% |
| Participant deferral / active EE | $1,231 | $2,471-50.2% | $5,198-76.3% | $3,514-65.0% |
| Admin fee / account holder | $183 | $472-61.1% | $13,954-98.7% | $847-78.3% |