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 10-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,929 | $91,190-96.8% | $178,490-98.4% | $79,858-96.3% |
| Participation rate | 65.1% | 69.2%-4.1pp | 81.9%-16.9pp | 69.6%-4.6pp |
| Annual return | 15.11% | 24.19%-9.1pp | 151.07%-136.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $422 | $3,256-87.0% | $5,011-91.6% | $2,471-82.9% |
| Participant deferral / active EE | $750 | $3,236-76.8% | $5,202-85.6% | $3,740-79.9% |
| Admin fee / account holder | $24 | $6,751-99.6% | $13,984-99.8% | $5,306-99.5% |