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.
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 | $5,540 | $76,912-92.8% | $129,110-95.7% | $68,494-91.9% |
| Participation rate | 90.0% | 69.1%+20.9pp | 77.3%+12.7pp | 67.9%+22.1pp |
| Annual return | -18.73% | -9.78%-8.9pp | -10.94%-7.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $927 | $3,243-71.4% | $5,052-81.7% | $2,596-64.3% |
| Participant deferral / active EE | $2,707 | $4,732-42.8% | $6,542-58.6% | $4,027-32.8% |
| Admin fee / account holder | $285 | $6,638-95.7% | $14,302-98.0% | $5,403-94.7% |