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 5-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 | $1,273 | $49,922-97.5% | $80,569-98.4% | $75,163-98.3% |
| Participation rate | 56.0% | 55.3%+0.7pp | 67.0%-11.0pp | 67.2%-11.2pp |
| Annual return | 22.18% | 34.69%-12.5pp | 935.43%-913.2pp | 160.62%-138.4pp |
| Employer contribution / active EE | $280 | $1,698-83.5% | $2,723-89.7% | $2,670-89.5% |
| Participant deferral / active EE | $664 | $2,990-77.8% | $4,447-85.1% | $4,125-83.9% |
| Admin fee / account holder | $118 | $3,577-96.7% | $5,377-97.8% | $5,651-97.9% |