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.
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 | $15,854 | $65,241-75.7% | $126,539-87.5% | $85,563-81.5% |
| Participation rate | 14.8% | 48.6%-33.9pp | 69.8%-55.0pp | 66.0%-51.2pp |
| Annual return | 58.75% | 42.19%+16.6pp | 425.95%-367.2pp | 31.51%+27.2pp |
| Employer contribution / active EE | $370 | $1,937-80.9% | $3,674-89.9% | $2,654-86.1% |
| Participant deferral / active EE | $655 | $3,032-78.4% | $4,083-83.9% | $4,375-85.0% |
| Admin fee / account holder | $142 | $1,031-86.3% | $6,065-97.7% | $834-83.0% |