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.
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 | $1,282 | $81,248-98.4% | $155,509-99.2% | $80,856-98.4% |
| Participation rate | 89.4% | 66.2%+23.1pp | 78.2%+11.2pp | 67.6%+21.7pp |
| Annual return | 31.80% | 33.31%-1.5pp | 64.67%-32.9pp | 35.59%-3.8pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $779 | $3,452-77.4% | $5,626-86.2% | $4,296-81.9% |
| Admin fee / account holder | $41 | $7,997-99.5% | $15,912-99.7% | $6,918-99.4% |