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.
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 | $1,946 | $34,934-94.4% | $56,411-96.5% | $74,495-97.4% |
| Participation rate | 56.0% | 32.8%+23.2pp | 52.5%+3.5pp | 67.2%-11.2pp |
| Annual return | 15.88% | 25.94%-10.1pp | 1701.33%-1685.4pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $209 | $609-65.7% | $1,039-79.9% | $2,623-92.0% |
| Participant deferral / active EE | $397 | $1,170-66.1% | $1,952-79.7% | $4,346-90.9% |
| Admin fee / account holder | $118 | $2,364-95.0% | $2,829-95.8% | $1,942-93.9% |