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 4-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 | $25,477 | $101,317-74.9% | $146,958-82.7% | $74,495-65.8% |
| Participation rate | 94.8% | 75.5%+19.2pp | 82.2%+12.6pp | 67.2%+27.6pp |
| Annual return | 839.40% | 8730.91%-7891.5pp | 418.34%+421.1pp | 1364.94%-525.5pp |
| Employer contribution / active EE | $2,040 | $3,810-46.5% | $4,933-58.6% | $2,623-22.2% |
| Participant deferral / active EE | $3,494 | $7,303-52.2% | $8,070-56.7% | $4,346-19.6% |
| Admin fee / account holder | $142 | $1,739-91.8% | $12,998-98.9% | $1,942-92.7% |