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 | $850 | $31,310-97.3% | $53,898-98.4% | $74,304-98.9% |
| Participation rate | 64.3% | 30.7%+33.6pp | 55.0%+9.3pp | 60.3%+3.9pp |
| Annual return | 46.04% | 23.16%+22.9pp | 528.60%-482.6pp | 29.43%+16.6pp |
| Employer contribution / active EE | $182 | $450-59.6% | $932-80.5% | $2,241-91.9% |
| Participant deferral / active EE | $305 | $934-67.4% | $1,826-83.3% | $3,767-91.9% |
| Admin fee / account holder | $37 | $2,175-98.3% | $2,491-98.5% | $2,969-98.8% |