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 | $14,941 | $91,538-83.7% | $129,995-88.5% | $75,163-80.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 40.10% | -631.11%+671.2pp | -137.18%+177.3pp | 160.62%-120.5pp |
| Employer contribution / active EE | $6,986 | $2,845+145.5% | $4,320+61.7% | $2,670+161.7% |
| Participant deferral / active EE | $4,224 | $4,341-2.7% | $5,820-27.4% | $4,125+2.4% |
| Admin fee / account holder | $251 | $6,790-96.3% | $10,614-97.6% | $5,651-95.6% |