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 4-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.
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 | $837 | $48,750-98.3% | $88,946-99.1% | $74,304-98.9% |
| Participation rate | 58.7% | 44.5%+14.2pp | 68.8%-10.2pp | 60.3%-1.7pp |
| Annual return | 106.11% | 25.91%+80.2pp | 57.82%+48.3pp | 29.43%+76.7pp |
| Employer contribution / active EE | $292 | $1,255-76.8% | $2,555-88.6% | $2,241-87.0% |
| Participant deferral / active EE | $317 | $2,423-86.9% | $4,581-93.1% | $3,767-91.6% |
| Admin fee / account holder | $31 | $3,756-99.2% | $8,261-99.6% | $2,969-98.9% |