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 | $4,005 | $93,571-95.7% | $135,903-97.1% | $75,163-94.7% |
| Participation rate | 82.5% | 75.2%+7.3pp | 81.9%+0.5pp | 67.2%+15.3pp |
| Annual return | 27.12% | 30.90%-3.8pp | 68.23%-41.1pp | 160.62%-133.5pp |
| Employer contribution / active EE | $1,060 | $3,537-70.0% | $4,856-78.2% | $2,670-60.3% |
| Participant deferral / active EE | $2,548 | $6,404-60.2% | $7,758-67.1% | $4,125-38.2% |
| Admin fee / account holder | $261 | $6,975-96.3% | $10,762-97.6% | $5,651-95.4% |