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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,409 | $25,014-86.4% | $69,647-95.1% | $80,856-95.8% |
| Participation rate | 76.9% | 64.2%+12.7pp | 66.5%+10.5pp | 67.6%+9.3pp |
| Annual return | 7.64% | 19.07%-11.4pp | 100.48%-92.8pp | 35.59%-28.0pp |
| Employer contribution / active EE | $834 | $993-16.0% | $1,712-51.3% | $2,755-69.7% |
| Participant deferral / active EE | $2,542 | $1,839+38.2% | $2,886-11.9% | $4,296-40.8% |
| Admin fee / account holder | $286 | $2,488-88.5% | $4,713-93.9% | $6,918-95.9% |