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 | $10,788 | $93,571-88.5% | $135,903-92.1% | $75,163-85.6% |
| Participation rate | 89.1% | 75.2%+13.9pp | 81.9%+7.2pp | 67.2%+21.9pp |
| Annual return | 16.58% | 30.90%-14.3pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,798 | $3,537-49.2% | $4,856-63.0% | $2,670-32.6% |
| Participant deferral / active EE | $3,544 | $6,404-44.7% | $7,758-54.3% | $4,125-14.1% |
| Admin fee / account holder | $284 | $6,975-95.9% | $10,762-97.4% | $5,651-95.0% |