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.
Employer 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 | $990 | $42,886-97.7% | $88,946-98.9% | $85,563-98.8% |
| Participation rate | 39.8% | 37.9%+1.9pp | 68.8%-29.0pp | 66.0%-26.1pp |
| Annual return | 43.06% | 44.56%-1.5pp | 57.82%-14.8pp | 31.51%+11.5pp |
| Employer contribution / active EE | $0 | $1,147-100.0% | $2,555-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $364 | $2,108-82.7% | $4,581-92.0% | $4,375-91.7% |
| Admin fee / account holder | $5 | $2,263-99.8% | $8,261-99.9% | $834-99.4% |