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 7-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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,201 | $52,293-82.4% | $178,490-94.8% | $73,409-87.5% |
| Participation rate | 63.0% | 65.3%-2.3pp | 81.9%-18.9pp | 72.2%-9.2pp |
| Annual return | 771.57% | 34.75%+736.8pp | 151.07%+620.5pp | 59.29%+712.3pp |
| Employer contribution / active EE | $1,029 | $1,735-40.7% | $5,011-79.5% | $2,234-53.9% |
| Participant deferral / active EE | $1,953 | $2,332-16.3% | $5,202-62.5% | $3,805-48.7% |
| Admin fee / account holder | $76 | $127-40.6% | $13,984-99.5% | $158-52.1% |