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 | $1,711 | $24,730-93.1% | $66,042-97.4% | $84,808-98.0% |
| Participation rate | 69.1% | 68.1%+1.0pp | 67.5%+1.6pp | 68.3%+0.8pp |
| Annual return | 24.96% | 79.55%-54.6pp | 52.11%-27.1pp | 40.90%-15.9pp |
| Employer contribution / active EE | $368 | $857-57.1% | $1,579-76.7% | $2,631-86.0% |
| Participant deferral / active EE | $1,004 | $1,737-42.2% | $2,835-64.6% | $4,212-76.2% |
| Admin fee / account holder | $168 | $3,014-94.4% | $5,747-97.1% | $7,344-97.7% |