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 | $994 | $86,944-98.9% | $107,525-99.1% | $74,304-98.7% |
| Participation rate | 64.5% | 59.6%+4.9pp | 75.1%-10.6pp | 60.3%+4.1pp |
| Annual return | 17.55% | 23.52%-6.0pp | 181.32%-163.8pp | 29.43%-11.9pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $625 | $3,554-82.4% | $5,116-87.8% | $3,767-83.4% |
| Admin fee / account holder | $243 | $3,727-93.5% | $8,919-97.3% | $2,969-91.8% |