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 | $12,039 | $84,487-85.8% | $125,339-90.4% | $66,914-82.0% |
| Participation rate | 93.7% | 76.4%+17.3pp | 82.4%+11.3pp | 69.8%+23.9pp |
| Annual return | -9.84% | -8.39%-1.5pp | 572.05%-581.9pp | 1.58%-11.4pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,387 | $6,781+8.9% | $7,446-0.8% | $4,237+74.3% |
| Admin fee / account holder | $262 | $685-61.7% | $10,010-97.4% | $593-55.8% |