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 7-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.
Participant contribution per participant 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 | $10,268 | $50,815-79.8% | $155,509-93.4% | $77,643-86.8% |
| Participation rate | 22.0% | 63.1%-41.1pp | 78.2%-56.2pp | 70.6%-48.6pp |
| Annual return | 506.60% | 34.80%+471.8pp | 64.67%+441.9pp | 31.24%+475.4pp |
| Employer contribution / active EE | $458 | $1,993-77.0% | $4,672-90.2% | $2,726-83.2% |
| Participant deferral / active EE | $621 | $2,822-78.0% | $5,626-89.0% | $4,647-86.6% |
| Admin fee / account holder | $296 | $437-32.1% | $15,912-98.1% | $430-31.1% |