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 7-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.
Participant 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 | $3,240 | $99,957-96.8% | $149,696-97.8% | $73,488-95.6% |
| Participation rate | 89.0% | 75.7%+13.3pp | 82.5%+6.5pp | 70.7%+18.3pp |
| Annual return | 16.69% | 53.87%-37.2pp | 276.60%-259.9pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,271 | $3,191-60.2% | $4,644-72.6% | $2,270-44.0% |
| Participant deferral / active EE | $1,127 | $6,073-81.4% | $6,842-83.5% | $3,740-69.9% |
| Admin fee / account holder | $96 | $551-82.6% | $9,309-99.0% | $513-81.3% |