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 | $1,769 | $25,014-92.9% | $69,647-97.5% | $80,856-97.8% |
| Participation rate | 71.6% | 64.2%+7.3pp | 66.5%+5.1pp | 67.6%+3.9pp |
| Annual return | 19.54% | 19.07%+0.5pp | 100.48%-80.9pp | 35.59%-16.1pp |
| Employer contribution / active EE | $598 | $993-39.8% | $1,712-65.1% | $2,755-78.3% |
| Participant deferral / active EE | $1,303 | $1,839-29.1% | $2,886-54.8% | $4,296-69.7% |
| Admin fee / account holder | $134 | $2,488-94.6% | $4,713-97.2% | $6,918-98.1% |