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 10-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 | $2,538 | $59,097-95.7% | $82,389-96.9% | $74,304-96.6% |
| Participation rate | 57.9% | 52.8%+5.1pp | 69.5%-11.7pp | 60.3%-2.5pp |
| Annual return | 58.51% | 22.85%+35.7pp | 28.67%+29.8pp | 29.43%+29.1pp |
| Employer contribution / active EE | $549 | $1,601-65.7% | $2,517-78.2% | $2,241-75.5% |
| Participant deferral / active EE | $1,315 | $2,775-52.6% | $4,155-68.4% | $3,767-65.1% |
| Admin fee / account holder | $163 | $4,489-96.4% | $7,231-97.7% | $2,969-94.5% |