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.
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 | $4,954 | $53,018-90.7% | $70,014-92.9% | $62,891-92.1% |
| Participation rate | 87.1% | 67.2%+19.9pp | 71.8%+15.3pp | 69.3%+17.8pp |
| Annual return | 8.60% | 13.35%-4.7pp | 12.99%-4.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $924 | $1,799-48.6% | $2,338-60.5% | $2,281-59.5% |
| Participant deferral / active EE | $1,049 | $2,395-56.2% | $2,931-64.2% | $3,203-67.2% |
| Admin fee / account holder | $6 | $3,690-99.8% | $4,380-99.9% | $4,296-99.9% |