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 | $6,685 | $89,355-92.5% | $141,162-95.3% | $72,985-90.8% |
| Participation rate | 75.6% | 75.1%+0.5pp | 82.5%-6.8pp | 69.5%+6.2pp |
| Annual return | 27.03% | 111.85%-84.8pp | 71.39%-44.4pp | 81.00%-54.0pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,615 | $5,418-51.7% | $6,709-61.0% | $3,607-27.5% |
| Admin fee / account holder | $75 | $5,958-98.7% | $10,261-99.3% | $5,124-98.5% |