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 | $246 | $59,623-99.6% | $95,585-99.7% | $85,563-99.7% |
| Participation rate | 21.9% | 57.2%-35.4pp | 72.1%-50.2pp | 66.0%-44.1pp |
| Annual return | 22.44% | 18.22%+4.2pp | 38.56%-16.1pp | 31.51%-9.1pp |
| Employer contribution / active EE | $0 | $1,669-100.0% | $2,527-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $58 | $3,357-98.3% | $4,023-98.6% | $4,375-98.7% |
| Admin fee / account holder | $90 | $650-86.2% | $6,127-98.5% | $834-89.2% |