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.
Employer 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,987 | $65,435+2.4% | $86,677-22.7% | $66,914+0.1% |
| Participation rate | 55.4% | 75.5%-20.1pp | 76.6%-21.2pp | 69.8%-14.4pp |
| Annual return | 28.19% | -10.89%+39.1pp | 35.91%-7.7pp | 1.58%+26.6pp |
| Employer contribution / active EE | $325 | $2,153-84.9% | $2,836-88.5% | $2,544-87.2% |
| Participant deferral / active EE | $3,107 | $4,100-24.2% | $4,656-33.3% | $4,237-26.7% |
| Admin fee / account holder | $199 | $642-69.0% | $7,493-97.3% | $593-66.5% |