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 3-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.
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 | $4,398 | $31,310-86.0% | $53,898-91.8% | $74,304-94.1% |
| Participation rate | 82.6% | 30.7%+51.9pp | 55.0%+27.6pp | 60.3%+22.3pp |
| Annual return | 28.82% | 23.16%+5.7pp | 528.60%-499.8pp | 29.43%-0.6pp |
| Employer contribution / active EE | $930 | $450+106.7% | $932-0.2% | $2,241-58.5% |
| Participant deferral / active EE | $1,246 | $934+33.4% | $1,826-31.8% | $3,767-66.9% |
| Admin fee / account holder | $236 | $2,175-89.2% | $2,491-90.5% | $2,969-92.1% |