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 8-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.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,528 | $58,879-77.0% | $178,490-92.4% | $73,488-81.6% |
| Participation rate | 56.9% | 66.2%-9.3pp | 81.9%-25.0pp | 70.7%-13.8pp |
| Annual return | 25.33% | 24.86%+0.5pp | 151.07%-125.7pp | 28.51%-3.2pp |
| Employer contribution / active EE | $496 | $2,236-77.8% | $5,011-90.1% | $2,270-78.2% |
| Participant deferral / active EE | $1,480 | $2,567-42.3% | $5,202-71.5% | $3,740-60.4% |
| Admin fee / account holder | $88 | $400-77.9% | $13,984-99.4% | $513-82.8% |