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.
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 | $8,331 | $37,393-77.7% | $77,024-89.2% | $66,914-87.5% |
| Participation rate | 51.3% | 52.9%-1.5pp | 67.9%-16.6pp | 69.8%-18.5pp |
| Annual return | 3.31% | -3.29%+6.6pp | 42.32%-39.0pp | 1.58%+1.7pp |
| Employer contribution / active EE | $875 | $1,531-42.8% | $2,812-68.9% | $2,544-65.6% |
| Participant deferral / active EE | $2,451 | $2,617-6.4% | $4,426-44.6% | $4,237-42.2% |
| Admin fee / account holder | $128 | $567-77.5% | $5,425-97.6% | $593-78.5% |