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 | $2,466 | $25,014-90.1% | $69,647-96.5% | $80,856-96.9% |
| Participation rate | 80.7% | 64.2%+16.4pp | 66.5%+14.2pp | 67.6%+13.0pp |
| Annual return | 15.18% | 19.07%-3.9pp | 100.48%-85.3pp | 35.59%-20.4pp |
| Employer contribution / active EE | $633 | $993-36.3% | $1,712-63.0% | $2,755-77.0% |
| Participant deferral / active EE | $1,461 | $1,839-20.5% | $2,886-49.4% | $4,296-66.0% |
| Admin fee / account holder | $288 | $2,488-88.4% | $4,713-93.9% | $6,918-95.8% |