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.
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 | $3,833 | $30,400-87.4% | $53,898-92.9% | $84,808-95.5% |
| Participation rate | 63.2% | 46.4%+16.7pp | 55.0%+8.2pp | 68.3%-5.2pp |
| Annual return | 18.08% | 500.19%-482.1pp | 528.60%-510.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $466 | $603-22.6% | $932-50.0% | $2,631-82.3% |
| Participant deferral / active EE | $899 | $1,199-25.0% | $1,826-50.8% | $4,212-78.7% |
| Admin fee / account holder | $217 | $1,993-89.1% | $2,491-91.3% | $7,344-97.0% |