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 | $443 | $52,224-99.2% | $88,946-99.5% | $102,872-99.6% |
| Participation rate | 53.4% | 40.8%+12.6pp | 68.8%-15.4pp | 73.0%-19.6pp |
| Annual return | 56.03% | 16.96%+39.1pp | 57.82%-1.8pp | 19.06%+37.0pp |
| Employer contribution / active EE | $0 | $1,241-100.0% | $2,555-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $205 | $2,611-92.2% | $4,581-95.5% | $5,535-96.3% |
| Admin fee / account holder | $44 | $1,723-97.4% | $8,261-99.5% | $292-84.9% |