Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer 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 | $972 | $45,343-97.9% | $150,298-99.4% | $67,986-98.6% |
| Participation rate | 70.9% | 51.9%+19.0pp | 77.8%-6.9pp | 57.2%+13.7pp |
| Annual return | 31.82% | 33.28%-1.5pp | 62.79%-31.0pp | 31.67%+0.2pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $704 | $2,055-65.7% | $5,453-87.1% | $3,358-79.0% |
| Admin fee / account holder | $130 | $2,250-94.2% | $14,116-99.1% | $3,203-95.9% |