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 | $703 | $58,208-98.8% | $81,812-99.1% | $80,856-99.1% |
| Participation rate | 75.4% | 63.4%+12.0pp | 72.3%+3.1pp | 67.6%+7.8pp |
| Annual return | 13.79% | 41.66%-27.9pp | 773.79%-760.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $381 | $2,340-83.7% | $2,912-86.9% | $2,755-86.2% |
| Participant deferral / active EE | $192 | $3,281-94.1% | $4,319-95.5% | $4,296-95.5% |
| Admin fee / account holder | $46 | $4,981-99.1% | $7,386-99.4% | $6,918-99.3% |