Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $2,234 | $56,060-96.0% | $76,002-97.1% | $80,874-97.2% |
| Participation rate | 82.4% | 62.0%+20.4pp | 69.1%+13.3pp | 67.6%+14.8pp |
| Annual return | 16.41% | 20.54%-4.1pp | 360.07%-343.7pp | 35.62%-19.2pp |
| Employer contribution / active EE | $901 | $1,873-51.9% | $2,688-66.5% | $2,756-67.3% |
| Participant deferral / active EE | $1,165 | $3,051-61.8% | $4,257-72.6% | $4,297-72.9% |
| Admin fee / account holder | $288 | $5,237-94.5% | $6,414-95.5% | $6,935-95.8% |