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 3-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 | $1,961 | $30,588-93.6% | $53,898-96.4% | $85,563-97.7% |
| Participation rate | 73.7% | 26.3%+47.4pp | 55.0%+18.8pp | 66.0%+7.8pp |
| Annual return | 33.24% | 50.42%-17.2pp | 528.60%-495.4pp | 31.51%+1.7pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,047 | $848+23.5% | $1,826-42.7% | $4,375-76.1% |
| Admin fee / account holder | $55 | $1,879-97.1% | $2,491-97.8% | $834-93.4% |