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 5-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 | $1,490 | $55,415-97.3% | $155,509-99.0% | $74,495-98.0% |
| Participation rate | 80.3% | 61.9%+18.4pp | 78.2%+2.1pp | 67.2%+13.1pp |
| Annual return | 202.74% | 268.50%-65.8pp | 64.67%+138.1pp | 1364.94%-1162.2pp |
| Employer contribution / active EE | $419 | $2,267-81.5% | $4,672-91.0% | $2,623-84.0% |
| Participant deferral / active EE | $623 | $2,836-78.0% | $5,626-88.9% | $4,346-85.7% |
| Admin fee / account holder | $24 | $1,738-98.6% | $15,912-99.9% | $1,942-98.8% |