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 | $1,995 | $22,587-91.2% | $65,255-96.9% | $75,163-97.3% |
| Participation rate | 72.6% | 63.1%+9.5pp | 65.0%+7.7pp | 67.2%+5.4pp |
| Annual return | 125.07% | 71.03%+54.0pp | 47.35%+77.7pp | 160.62%-35.5pp |
| Employer contribution / active EE | $662 | $941-29.6% | $1,691-60.8% | $2,670-75.2% |
| Participant deferral / active EE | $1,300 | $1,695-23.3% | $2,831-54.1% | $4,125-68.5% |
| Admin fee / account holder | $81 | $1,876-95.7% | $4,112-98.0% | $5,651-98.6% |