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 5-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.
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 | $36,085 | $101,317-64.4% | $146,958-75.4% | $74,495-51.6% |
| Participation rate | 68.2% | 75.5%-7.3pp | 82.2%-13.9pp | 67.2%+1.0pp |
| Annual return | 55.74% | 8730.91%-8675.2pp | 418.34%-362.6pp | 1364.94%-1309.2pp |
| Employer contribution / active EE | $2,723 | $3,810-28.5% | $4,933-44.8% | $2,623+3.8% |
| Participant deferral / active EE | $5,565 | $7,303-23.8% | $8,070-31.0% | $4,346+28.0% |
| Admin fee / account holder | $279 | $1,739-84.0% | $12,998-97.9% | $1,942-85.7% |