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.
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 | $2,522 | $80,717-96.9% | $154,803-98.4% | $84,808-97.0% |
| Participation rate | 80.2% | 66.8%+13.4pp | 78.1%+2.2pp | 68.3%+11.9pp |
| Annual return | 20.73% | 37.96%-17.2pp | 58.88%-38.1pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,094 | $3,303-66.9% | $5,540-80.3% | $4,212-74.0% |
| Admin fee / account holder | $156 | $6,746-97.7% | $14,329-98.9% | $7,344-97.9% |