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.
Employer 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 | $5,010 | $85,766-94.2% | $136,294-96.3% | $70,131-92.9% |
| Participation rate | 98.5% | 74.2%+24.4pp | 81.9%+16.6pp | 69.5%+29.0pp |
| Annual return | 43.56% | 31.45%+12.1pp | 5155.94%-5112.4pp | 73.14%-29.6pp |
| Employer contribution / active EE | $15 | $2,966-99.5% | $4,695-99.7% | $2,342-99.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $12 | $5,420-99.8% | $9,243-99.9% | $4,645-99.7% |