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 9-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.
Participant 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 | $1,128 | $73,867-98.5% | $143,757-99.2% | $68,494-98.4% |
| Participation rate | 88.1% | 66.7%+21.5pp | 80.3%+7.8pp | 67.9%+20.2pp |
| Annual return | -18.36% | 1.01%-19.4pp | -0.04%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $731 | $3,384-78.4% | $5,637-87.0% | $4,027-81.9% |
| Admin fee / account holder | $6 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |