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.
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 | $17,462 | $52,406-66.7% | $129,207-86.5% | $74,495-76.6% |
| Participation rate | 66.4% | 53.8%+12.6pp | 69.6%-3.2pp | 67.2%-0.8pp |
| Annual return | 14.03% | 15.66%-1.6pp | 9417.33%-9403.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $747 | $1,531-51.2% | $4,153-82.0% | $2,623-71.5% |
| Participant deferral / active EE | $1,298 | $2,794-53.6% | $4,168-68.9% | $4,346-70.1% |
| Admin fee / account holder | $263 | $2,633-90.0% | $7,715-96.6% | $1,942-86.5% |