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 9-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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,530 | $89,652-89.4% | $141,162-93.2% | $65,185-85.4% |
| Participation rate | 91.9% | 74.7%+17.2pp | 82.5%+9.4pp | 70.2%+21.7pp |
| Annual return | 179.71% | 32.79%+146.9pp | 71.39%+108.3pp | 29.38%+150.3pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,773 | $5,691-16.1% | $6,709-28.9% | $3,514+35.8% |
| Admin fee / account holder | $23 | $569-96.0% | $10,261-99.8% | $847-97.3% |