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 8-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 | $5,690 | $59,805-90.5% | $79,550-92.8% | $68,494-91.7% |
| Participation rate | 82.5% | 61.1%+21.5pp | 69.5%+13.1pp | 67.9%+14.7pp |
| Annual return | -18.93% | -12.30%-6.6pp | 0.16%-19.1pp | -7.84%-11.1pp |
| Employer contribution / active EE | $846 | $1,505-43.8% | $2,413-65.0% | $2,596-67.4% |
| Participant deferral / active EE | $1,544 | $3,024-48.9% | $3,985-61.2% | $4,027-61.6% |
| Admin fee / account holder | $41 | $4,835-99.2% | $6,832-99.4% | $5,403-99.2% |