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.
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 | $2,074 | $22,587-90.8% | $65,255-96.8% | $75,163-97.2% |
| Participation rate | 76.6% | 63.1%+13.5pp | 65.0%+11.7pp | 67.2%+9.4pp |
| Annual return | 38.81% | 71.03%-32.2pp | 47.35%-8.5pp | 160.62%-121.8pp |
| Employer contribution / active EE | $555 | $941-41.0% | $1,691-67.2% | $2,670-79.2% |
| Participant deferral / active EE | $1,341 | $1,695-20.9% | $2,831-52.6% | $4,125-67.5% |
| Admin fee / account holder | $58 | $1,876-96.9% | $4,112-98.6% | $5,651-99.0% |