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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,573 | $51,045-96.9% | $70,515-97.8% | $71,457-97.8% |
| Participation rate | 53.0% | 59.4%-6.4pp | 68.3%-15.3pp | 67.9%-14.9pp |
| Annual return | 54.76% | 42.63%+12.1pp | 32.77%+22.0pp | 28.85%+25.9pp |
| Employer contribution / active EE | $402 | $1,790-77.6% | $2,973-86.5% | $2,588-84.5% |
| Participant deferral / active EE | $941 | $3,026-68.9% | $4,567-79.4% | $4,289-78.1% |
| Admin fee / account holder | $134 | $1,994-93.3% | $6,412-97.9% | $1,587-91.6% |