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 4-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 | $1,970 | $76,670-97.4% | $96,683-98.0% | $71,457-97.2% |
| Participation rate | 92.9% | 66.6%+26.3pp | 74.3%+18.5pp | 67.9%+24.9pp |
| Annual return | 49.64% | 48.29%+1.4pp | 35.69%+13.9pp | 28.85%+20.8pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,562 | $3,771-58.6% | $4,878-68.0% | $4,289-63.6% |
| Admin fee / account holder | $37 | $2,028-98.2% | $6,730-99.4% | $1,587-97.6% |