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.
Participant 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 | $4,044 | $91,538-95.6% | $129,995-96.9% | $75,163-94.6% |
| Participation rate | 78.4% | 71.4%+7.0pp | 78.5%-0.1pp | 67.2%+11.2pp |
| Annual return | 21.21% | -631.11%+652.3pp | -137.18%+158.4pp | 160.62%-139.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,362 | $4,341-68.6% | $5,820-76.6% | $4,125-67.0% |
| Admin fee / account holder | $96 | $6,790-98.6% | $10,614-99.1% | $5,651-98.3% |