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.
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 | $2,435 | $24,733-90.2% | $69,647-96.5% | $74,495-96.7% |
| Participation rate | 71.3% | 63.5%+7.8pp | 66.5%+4.8pp | 67.2%+4.1pp |
| Annual return | 16.58% | 18.55%-2.0pp | 100.48%-83.9pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $672 | $1,001-32.9% | $1,712-60.8% | $2,623-74.4% |
| Participant deferral / active EE | $1,450 | $1,901-23.7% | $2,886-49.8% | $4,346-66.6% |
| Admin fee / account holder | $278 | $1,892-85.3% | $4,713-94.1% | $1,942-85.7% |