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.
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 | $43,694 | $80,753-45.9% | $136,294-67.9% | $62,292-29.9% |
| Participation rate | 91.0% | 73.5%+17.5pp | 81.9%+9.1pp | 69.5%+21.5pp |
| Annual return | 46.61% | 35.83%+10.8pp | 5155.94%-5109.3pp | 28.90%+17.7pp |
| Employer contribution / active EE | $3,132 | $2,884+8.6% | $4,695-33.3% | $2,042+53.4% |
| Participant deferral / active EE | $7,095 | $5,164+37.4% | $6,247+13.6% | $3,169+123.9% |
| Admin fee / account holder | $286 | $525-45.5% | $9,243-96.9% | $479-40.3% |