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 | $8,093 | $89,248-90.9% | $136,007-94.0% | $74,495-89.1% |
| Participation rate | 84.8% | 69.4%+15.4pp | 76.5%+8.4pp | 67.2%+17.6pp |
| Annual return | 17.03% | 22.76%-5.7pp | 579.32%-562.3pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $1,335 | $2,838-52.9% | $4,217-68.3% | $2,623-49.1% |
| Participant deferral / active EE | $2,311 | $4,598-49.7% | $7,025-67.1% | $4,346-46.8% |
| Admin fee / account holder | $299 | $1,545-80.6% | $6,858-95.6% | $1,942-84.6% |