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 10-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.
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 | $28,041 | $72,277-61.2% | $101,248-72.3% | $79,858-64.9% |
| Participation rate | 88.7% | 68.5%+20.2pp | 75.8%+12.9pp | 69.6%+19.0pp |
| Annual return | 14.21% | 22.30%-8.1pp | 46.47%-32.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,489 | $2,692-7.5% | $3,660-32.0% | $2,471+0.8% |
| Participant deferral / active EE | $1,245 | $3,282-62.1% | $4,370-71.5% | $3,740-66.7% |
| Admin fee / account holder | $40 | $4,400-99.1% | $5,945-99.3% | $5,306-99.2% |