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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,673 | $35,986-73.1% | $77,482-87.5% | $73,488-86.8% |
| Participation rate | 78.7% | 40.8%+37.9pp | 54.2%+24.5pp | 70.7%+8.0pp |
| Annual return | 18.17% | 19.26%-1.1pp | 54.79%-36.6pp | 28.51%-10.3pp |
| Employer contribution / active EE | $614 | $557+10.1% | $986-37.8% | $2,270-73.0% |
| Participant deferral / active EE | $1,044 | $1,198-12.8% | $1,861-43.9% | $3,740-72.1% |
| Admin fee / account holder | $55 | $466-88.1% | $2,858-98.1% | $513-89.2% |