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.
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 | $16,559 | $54,517-69.6% | $75,972-78.2% | $74,495-77.8% |
| Participation rate | 76.9% | 60.3%+16.5pp | 69.1%+7.8pp | 67.2%+9.7pp |
| Annual return | 21.01% | 31.82%-10.8pp | 359.55%-338.5pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $1,348 | $1,777-24.2% | $2,685-49.8% | $2,623-48.6% |
| Participant deferral / active EE | $2,832 | $3,066-7.6% | $4,255-33.5% | $4,346-34.8% |
| Admin fee / account holder | $88 | $2,229-96.0% | $6,467-98.6% | $1,942-95.5% |