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.
Employer 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 | $4,012 | $80,724-95.0% | $103,333-96.1% | $74,495-94.6% |
| Participation rate | 94.2% | 65.7%+28.5pp | 74.5%+19.7pp | 67.2%+27.0pp |
| Annual return | 57.29% | 27.56%+29.7pp | 24.88%+32.4pp | 1364.94%-1307.6pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,091 | $3,860-45.8% | $5,057-58.7% | $4,346-51.9% |
| Admin fee / account holder | $15 | $2,368-99.4% | $8,355-99.8% | $1,942-99.2% |