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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $1,716 | $22,587-92.4% | $65,255-97.4% | $75,163-97.7% |
| Participation rate | 61.4% | 63.1%-1.7pp | 65.0%-3.6pp | 67.2%-5.8pp |
| Annual return | 163.39% | 71.03%+92.4pp | 47.35%+116.0pp | 160.62%+2.8pp |
| Employer contribution / active EE | $391 | $941-58.5% | $1,691-76.9% | $2,670-85.4% |
| Participant deferral / active EE | $1,841 | $1,695+8.6% | $2,831-35.0% | $4,125-55.4% |
| Admin fee / account holder | $94 | $1,876-95.0% | $4,112-97.7% | $5,651-98.3% |