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 10-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.
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 | $4,485 | $43,327-89.6% | $59,878-92.5% | $64,186-93.0% |
| Participation rate | 82.1% | 69.2%+12.9pp | 74.7%+7.4pp | 69.6%+12.5pp |
| Annual return | -12.80% | -1.55%-11.3pp | 3.46%-16.3pp | 7.63%-20.4pp |
| Employer contribution / active EE | $646 | $2,028-68.1% | $2,722-76.2% | $2,381-72.8% |
| Participant deferral / active EE | $1,292 | $2,546-49.2% | $3,402-62.0% | $3,470-62.8% |
| Admin fee / account holder | $192 | $3,005-93.6% | $3,590-94.7% | $4,888-96.1% |