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.
Employer 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 | $10,118 | $50,982-80.2% | $154,803-93.5% | $85,563-88.2% |
| Participation rate | 30.2% | 59.8%-29.6pp | 78.1%-47.9pp | 66.0%-35.8pp |
| Annual return | 33.37% | 30.35%+3.0pp | 58.88%-25.5pp | 31.51%+1.9pp |
| Employer contribution / active EE | $112 | $1,708-93.5% | $4,305-97.4% | $2,654-95.8% |
| Participant deferral / active EE | $1,417 | $2,474-42.7% | $5,540-74.4% | $4,375-67.6% |
| Admin fee / account holder | $285 | $846-66.3% | $14,329-98.0% | $834-65.9% |