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 8-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 | $24,376 | $104,475-76.7% | $159,436-84.7% | $79,386-69.3% |
| Participation rate | 87.9% | 76.6%+11.2pp | 82.8%+5.0pp | 70.7%+17.1pp |
| Annual return | 28.12% | 67.95%-39.8pp | 263.57%-235.4pp | 116.85%-88.7pp |
| Employer contribution / active EE | $2,116 | $3,417-38.1% | $4,829-56.2% | $2,427-12.8% |
| Participant deferral / active EE | $3,729 | $6,467-42.3% | $7,352-49.3% | $4,046-7.8% |
| Admin fee / account holder | $107 | $711-84.9% | $10,799-99.0% | $626-82.9% |