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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $30,824 | $34,677-11.1% | $77,024-60.0% | $64,808-52.4% |
| Participation rate | 24.0% | 49.8%-25.8pp | 67.9%-43.9pp | 71.5%-47.4pp |
| Annual return | -15.04% | -5.33%-9.7pp | 42.32%-57.4pp | 32.82%-47.9pp |
| Employer contribution / active EE | $577 | $1,370-57.9% | $2,812-79.5% | $2,506-77.0% |
| Participant deferral / active EE | $1,018 | $2,556-60.2% | $4,426-77.0% | $4,310-76.4% |
| Admin fee / account holder | $11 | $179-93.6% | $5,425-99.8% | $188-93.9% |