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 | $3,086 | $24,730-87.5% | $66,042-95.3% | $84,808-96.4% |
| Participation rate | 80.6% | 68.1%+12.6pp | 67.5%+13.1pp | 68.3%+12.3pp |
| Annual return | 19.23% | 79.55%-60.3pp | 52.11%-32.9pp | 40.90%-21.7pp |
| Employer contribution / active EE | $731 | $857-14.7% | $1,579-53.7% | $2,631-72.2% |
| Participant deferral / active EE | $1,245 | $1,737-28.3% | $2,835-56.1% | $4,212-70.4% |
| Admin fee / account holder | $120 | $3,014-96.0% | $5,747-97.9% | $7,344-98.4% |