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 8-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,690 | $52,670-93.0% | $90,404-95.9% | $73,409-95.0% |
| Participation rate | 35.7% | 67.7%-32.0pp | 72.7%-37.0pp | 72.2%-36.5pp |
| Annual return | 35.53% | 20.70%+14.8pp | 1293.02%-1257.5pp | 59.29%-23.8pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $769 | $2,807-72.6% | $3,963-80.6% | $3,805-79.8% |
| Admin fee / account holder | $44 | $117-62.0% | $5,611-99.2% | $158-71.9% |