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 4-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 | $1,129 | $20,316-94.4% | $66,042-98.3% | $74,304-98.5% |
| Participation rate | 64.4% | 62.8%+1.6pp | 67.5%-3.1pp | 60.3%+4.0pp |
| Annual return | 19.29% | 28.10%-8.8pp | 52.11%-32.8pp | 29.43%-10.1pp |
| Employer contribution / active EE | $442 | $745-40.6% | $1,579-72.0% | $2,241-80.3% |
| Participant deferral / active EE | $836 | $1,615-48.3% | $2,835-70.5% | $3,767-77.8% |
| Admin fee / account holder | $178 | $1,668-89.3% | $5,747-96.9% | $2,969-94.0% |