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 | $7,009 | $71,050-90.1% | $93,606-92.5% | $80,856-91.3% |
| Participation rate | 82.9% | 60.4%+22.4pp | 68.7%+14.1pp | 67.6%+15.2pp |
| Annual return | 20.77% | 11.26%+9.5pp | 133.20%-112.4pp | 35.59%-14.8pp |
| Employer contribution / active EE | $1,246 | $1,564-20.3% | $2,420-48.5% | $2,755-54.8% |
| Participant deferral / active EE | $1,768 | $4,034-56.2% | $4,411-59.9% | $4,296-58.9% |
| Admin fee / account holder | $191 | $6,945-97.2% | $8,285-97.7% | $6,918-97.2% |