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 7-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,147 | $45,863-93.1% | $77,024-95.9% | $68,494-95.4% |
| Participation rate | 69.8% | 55.9%+13.9pp | 67.9%+1.9pp | 67.9%+2.0pp |
| Annual return | -18.24% | 1.72%-20.0pp | 42.32%-60.6pp | -7.84%-10.4pp |
| Employer contribution / active EE | $514 | $1,650-68.8% | $2,812-81.7% | $2,596-80.2% |
| Participant deferral / active EE | $957 | $2,962-67.7% | $4,426-78.4% | $4,027-76.2% |
| Admin fee / account holder | $70 | $3,041-97.7% | $5,425-98.7% | $5,403-98.7% |