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.
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 | $19,054 | $52,122-63.4% | $104,294-81.7% | $64,808-70.6% |
| Participation rate | 37.6% | 56.0%-18.4pp | 73.3%-35.7pp | 71.5%-33.9pp |
| Annual return | -17.66% | 13.26%-30.9pp | 24.61%-42.3pp | 32.82%-50.5pp |
| Employer contribution / active EE | $457 | $1,627-71.9% | $3,372-86.5% | $2,506-81.8% |
| Participant deferral / active EE | $990 | $2,823-64.9% | $4,625-78.6% | $4,310-77.0% |
| Admin fee / account holder | $45 | $155-70.6% | $7,339-99.4% | $188-75.8% |