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 7-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 | $12,786 | $93,571-86.3% | $135,903-90.6% | $75,163-83.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 28.44% | 30.90%-2.5pp | 68.23%-39.8pp | 160.62%-132.2pp |
| Employer contribution / active EE | $2,422 | $3,537-31.5% | $4,856-50.1% | $2,670-9.3% |
| Participant deferral / active EE | $4,594 | $6,404-28.3% | $7,758-40.8% | $4,125+11.4% |
| Admin fee / account holder | $262 | $6,975-96.2% | $10,762-97.6% | $5,651-95.4% |