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 | $1,307 | $51,175-97.4% | $70,515-98.1% | $75,163-98.3% |
| Participation rate | 73.1% | 60.9%+12.1pp | 68.3%+4.7pp | 67.2%+5.9pp |
| Annual return | 68.43% | 30.02%+38.4pp | 32.77%+35.7pp | 160.62%-92.2pp |
| Employer contribution / active EE | $648 | $1,826-64.5% | $2,973-78.2% | $2,670-75.7% |
| Participant deferral / active EE | $1,370 | $2,849-51.9% | $4,567-70.0% | $4,125-66.8% |
| Admin fee / account holder | $127 | $4,091-96.9% | $6,412-98.0% | $5,651-97.8% |