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 | $5,526 | $49,915-88.9% | $154,803-96.4% | $74,304-92.6% |
| Participation rate | 82.9% | 54.0%+28.9pp | 78.1%+4.8pp | 60.3%+22.5pp |
| Annual return | 21.17% | 34.06%-12.9pp | 58.88%-37.7pp | 29.43%-8.3pp |
| Employer contribution / active EE | $633 | $1,611-60.7% | $4,305-85.3% | $2,241-71.8% |
| Participant deferral / active EE | $1,044 | $2,255-53.7% | $5,540-81.2% | $3,767-72.3% |
| Admin fee / account holder | $234 | $2,189-89.3% | $14,329-98.4% | $2,969-92.1% |