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 | $26,922 | $85,766-68.6% | $136,294-80.2% | $70,131-61.6% |
| Participation rate | 92.5% | 74.2%+18.3pp | 81.9%+10.6pp | 69.5%+23.0pp |
| Annual return | 11.43% | 31.45%-20.0pp | 5155.94%-5144.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $1,250 | $2,966-57.9% | $4,695-73.4% | $2,342-46.6% |
| Participant deferral / active EE | $2,213 | $5,051-56.2% | $6,247-64.6% | $3,332-33.6% |
| Admin fee / account holder | $44 | $5,420-99.2% | $9,243-99.5% | $4,645-99.1% |