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 | $12,001 | $79,171-84.8% | $102,423-88.3% | $74,495-83.9% |
| Participation rate | 85.0% | 74.8%+10.2pp | 76.5%+8.5pp | 67.2%+17.8pp |
| Annual return | 17.08% | 54.93%-37.9pp | 29.32%-12.2pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $718 | $2,362-69.6% | $3,023-76.2% | $2,623-72.6% |
| Participant deferral / active EE | $2,567 | $4,415-41.8% | $5,053-49.2% | $4,346-40.9% |
| Admin fee / account holder | $174 | $2,001-91.3% | $9,451-98.2% | $1,942-91.0% |