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 4-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 | $7,002 | $47,126-85.1% | $149,673-95.3% | $74,419-90.6% |
| Participation rate | 65.5% | 63.4%+2.1pp | 78.8%-13.3pp | 70.7%-5.2pp |
| Annual return | 62.60% | 22.75%+39.8pp | 134.42%-71.8pp | 34.38%+28.2pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,749 | $2,728-35.9% | $5,680-69.2% | $4,528-61.4% |
| Admin fee / account holder | $131 | $343-61.7% | $13,210-99.0% | $348-62.2% |