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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,510 | $60,989-50.0% | $60,874-49.9% | $66,914-54.4% |
| Participation rate | 32.9% | 74.5%-41.5pp | 73.1%-40.2pp | 69.8%-36.9pp |
| Annual return | -16.07% | -9.60%-6.5pp | 16.90%-33.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $486 | $2,661-81.7% | $2,701-82.0% | $2,544-80.9% |
| Participant deferral / active EE | $1,659 | $3,615-54.1% | $3,817-56.5% | $4,237-60.9% |
| Admin fee / account holder | $8 | $338-97.7% | $3,224-99.8% | $593-98.7% |