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 | $715 | $131,799-99.5% | $200,582-99.6% | $85,563-99.2% |
| Participation rate | 34.6% | 87.9%-53.4pp | 86.9%-52.3pp | 66.0%-31.4pp |
| Annual return | 17.33% | 21.59%-4.3pp | 42.33%-25.0pp | 31.51%-14.2pp |
| Employer contribution / active EE | $0 | $4,532-100.0% | $6,419-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $328 | $7,702-95.7% | $9,331-96.5% | $4,375-92.5% |
| Admin fee / account holder | $266 | $235+13.3% | $16,305-98.4% | $834-68.1% |