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 3-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.
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 | $604 | $42,886-98.6% | $88,946-99.3% | $85,563-99.3% |
| Participation rate | 86.1% | 37.9%+48.2pp | 68.8%+17.3pp | 66.0%+20.2pp |
| Annual return | 21.75% | 44.56%-22.8pp | 57.82%-36.1pp | 31.51%-9.8pp |
| Employer contribution / active EE | $0 | $1,147-100.0% | $2,555-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $427 | $2,108-79.7% | $4,581-90.7% | $4,375-90.2% |
| Admin fee / account holder | $93 | $2,263-95.9% | $8,261-98.9% | $834-88.9% |