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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,520 | $100,923-62.8% | $150,045-75.0% | $74,304-49.5% |
| Participation rate | 77.9% | 70.1%+7.8pp | 82.3%-4.5pp | 60.3%+17.5pp |
| Annual return | 32.53% | 51.77%-19.2pp | 62.55%-30.0pp | 29.43%+3.1pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $11,227 | $6,709+67.3% | $7,997+40.4% | $3,767+198.0% |
| Admin fee / account holder | $259 | $2,767-90.6% | $13,435-98.1% | $2,969-91.3% |