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 6-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.
Annual investment return 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 | $2,812 | $26,549-89.4% | $61,373-95.4% | $66,914-95.8% |
| Participation rate | 87.4% | 38.1%+49.3pp | 52.6%+34.8pp | 69.8%+17.6pp |
| Annual return | -35.15% | -16.21%-18.9pp | 338.61%-373.8pp | 1.58%-36.7pp |
| Employer contribution / active EE | $418 | $651-35.9% | $1,159-64.0% | $2,544-83.6% |
| Participant deferral / active EE | $1,660 | $1,338+24.1% | $2,125-21.9% | $4,237-60.8% |
| Admin fee / account holder | $232 | $409-43.3% | $2,130-89.1% | $593-61.0% |