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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,691 | $64,119-31.9% | $112,228-61.1% | $66,914-34.7% |
| Participation rate | 41.1% | 68.5%-27.3pp | 75.1%-33.9pp | 69.8%-28.7pp |
| Annual return | -14.11% | -13.81%-0.3pp | 27.45%-41.6pp | 1.58%-15.7pp |
| Employer contribution / active EE | $935 | $3,005-68.9% | $3,635-74.3% | $2,544-63.3% |
| Participant deferral / active EE | $1,316 | $3,693-64.4% | $4,728-72.2% | $4,237-68.9% |
| Admin fee / account holder | $203 | $625-67.6% | $6,410-96.8% | $593-65.8% |