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.
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 | $5,857 | $62,127-90.6% | $81,382-92.8% | $74,495-92.1% |
| Participation rate | 86.4% | 64.0%+22.4pp | 69.5%+16.9pp | 67.2%+19.2pp |
| Annual return | 19.64% | 16.48%+3.2pp | 24.73%-5.1pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $1,071 | $1,882-43.1% | $2,463-56.5% | $2,623-59.2% |
| Participant deferral / active EE | $2,237 | $3,229-30.7% | $3,883-42.4% | $4,346-48.5% |
| Admin fee / account holder | $93 | $1,934-95.2% | $5,768-98.4% | $1,942-95.2% |