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 8-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 | $4,739 | $54,705-91.3% | $71,209-93.3% | $84,808-94.4% |
| Participation rate | 86.0% | 64.1%+22.0pp | 73.8%+12.3pp | 68.3%+17.7pp |
| Annual return | 16.89% | 35.90%-19.0pp | 282.51%-265.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,897 | $3,030-4.4% | $4,175-30.6% | $4,212-31.2% |
| Admin fee / account holder | $221 | $4,863-95.5% | $5,349-95.9% | $7,344-97.0% |