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 3-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,383 | $87,870-95.0% | $113,168-96.1% | $74,304-94.1% |
| Participation rate | 88.4% | 70.7%+17.7pp | 76.6%+11.9pp | 60.3%+28.1pp |
| Annual return | 21.80% | 26.44%-4.6pp | 24.27%-2.5pp | 29.43%-7.6pp |
| Employer contribution / active EE | $913 | $2,277-59.9% | $2,975-69.3% | $2,241-59.3% |
| Participant deferral / active EE | $1,528 | $4,241-64.0% | $5,107-70.1% | $3,767-59.4% |
| Admin fee / account holder | $238 | $3,368-92.9% | $12,068-98.0% | $2,969-92.0% |