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 | $1,094 | $64,480-98.3% | $81,382-98.7% | $80,856-98.6% |
| Participation rate | 90.1% | 63.9%+26.3pp | 69.5%+20.7pp | 67.6%+22.5pp |
| Annual return | 140.35% | 16.34%+124.0pp | 24.73%+115.6pp | 35.59%+104.8pp |
| Employer contribution / active EE | $516 | $1,978-73.9% | $2,463-79.1% | $2,755-81.3% |
| Participant deferral / active EE | $1,110 | $3,094-64.1% | $3,883-71.4% | $4,296-74.2% |
| Admin fee / account holder | $65 | $5,671-98.9% | $5,768-98.9% | $6,918-99.1% |