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.
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 | $861 | $59,097-98.5% | $82,389-99.0% | $74,304-98.8% |
| Participation rate | 51.4% | 52.8%-1.4pp | 69.5%-18.1pp | 60.3%-9.0pp |
| Annual return | 20.01% | 22.85%-2.8pp | 28.67%-8.7pp | 29.43%-9.4pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $196 | $2,775-92.9% | $4,155-95.3% | $3,767-94.8% |
| Admin fee / account holder | $46 | $4,489-99.0% | $7,231-99.4% | $2,969-98.5% |