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 | $2,183 | $56,053-96.1% | $75,972-97.1% | $80,856-97.3% |
| Participation rate | 66.7% | 62.0%+4.6pp | 69.1%-2.4pp | 67.6%-1.0pp |
| Annual return | 17.44% | 20.53%-3.1pp | 359.55%-342.1pp | 35.59%-18.2pp |
| Employer contribution / active EE | $508 | $1,874-72.9% | $2,685-81.1% | $2,755-81.5% |
| Participant deferral / active EE | $1,556 | $3,052-49.0% | $4,255-63.4% | $4,296-63.8% |
| Admin fee / account holder | $185 | $5,234-96.5% | $6,467-97.1% | $6,918-97.3% |