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 5-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $20,139 | $104,475-80.7% | $159,436-87.4% | $79,386-74.6% |
| Participation rate | 55.1% | 76.6%-21.6pp | 82.8%-27.8pp | 70.7%-15.6pp |
| Annual return | 29.52% | 67.95%-38.4pp | 263.57%-234.0pp | 116.85%-87.3pp |
| Employer contribution / active EE | $1,794 | $3,417-47.5% | $4,829-62.9% | $2,427-26.1% |
| Participant deferral / active EE | $3,162 | $6,467-51.1% | $7,352-57.0% | $4,046-21.8% |
| Admin fee / account holder | $10 | $711-98.6% | $10,799-99.9% | $626-98.5% |