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 6-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 | $2,764 | $76,670-96.4% | $96,683-97.1% | $71,457-96.1% |
| Participation rate | 88.4% | 66.6%+21.8pp | 74.3%+14.0pp | 67.9%+20.5pp |
| Annual return | 27.20% | 48.29%-21.1pp | 35.69%-8.5pp | 28.85%-1.6pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,932 | $3,771-48.8% | $4,878-60.4% | $4,289-54.9% |
| Admin fee / account holder | $210 | $2,028-89.6% | $6,730-96.9% | $1,587-86.8% |