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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,431 | $47,977-74.1% | $154,107-91.9% | $56,287-77.9% |
| Participation rate | 66.7% | 66.2%+0.5pp | 83.0%-16.4pp | 69.9%-3.2pp |
| Annual return | 85.25% | 3.54%+81.7pp | 735.12%-649.9pp | -9.96%+95.2pp |
| Employer contribution / active EE | $380 | $2,169-82.5% | $5,298-92.8% | $2,111-82.0% |
| Participant deferral / active EE | $486 | $2,392-79.7% | $5,081-90.4% | $3,350-85.5% |
| Admin fee / account holder | $287 | $438-34.5% | $13,411-97.9% | $521-44.9% |