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.
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 | $29,014 | $65,061-55.4% | $143,757-79.8% | $66,914-56.6% |
| Participation rate | 22.1% | 65.2%-43.0pp | 80.3%-58.2pp | 69.8%-47.7pp |
| Annual return | -11.96% | -11.14%-0.8pp | -0.04%-11.9pp | 1.58%-13.5pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $960 | $2,919-67.1% | $5,637-83.0% | $4,237-77.3% |
| Admin fee / account holder | $53 | $502-89.4% | $14,673-99.6% | $593-91.1% |