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 5-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 | $10,084 | $84,487-88.1% | $125,339-92.0% | $66,914-84.9% |
| Participation rate | 93.6% | 76.4%+17.2pp | 82.4%+11.2pp | 69.8%+23.8pp |
| Annual return | 97.53% | -8.39%+105.9pp | 572.05%-474.5pp | 1.58%+95.9pp |
| Employer contribution / active EE | $3,334 | $3,553-6.2% | $4,814-30.7% | $2,544+31.0% |
| Participant deferral / active EE | $5,599 | $6,781-17.4% | $7,446-24.8% | $4,237+32.1% |
| Admin fee / account holder | $294 | $685-57.0% | $10,010-97.1% | $593-50.4% |