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.
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 | $1,362 | $57,610-97.6% | $154,803-99.1% | $102,872-98.7% |
| Participation rate | 49.9% | 59.5%-9.5pp | 78.1%-28.2pp | 73.0%-23.1pp |
| Annual return | 31.08% | 30.49%+0.6pp | 58.88%-27.8pp | 19.06%+12.0pp |
| Employer contribution / active EE | $225 | $1,883-88.1% | $4,305-94.8% | $3,526-93.6% |
| Participant deferral / active EE | $495 | $2,914-83.0% | $5,540-91.1% | $5,535-91.1% |
| Admin fee / account holder | $158 | $368-57.0% | $14,329-98.9% | $292-45.9% |