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 9-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 | $15,613 | $101,317-84.6% | $146,958-89.4% | $74,495-79.0% |
| Participation rate | 62.6% | 75.5%-12.9pp | 82.2%-19.6pp | 67.2%-4.6pp |
| Annual return | 16.29% | 8730.91%-8714.6pp | 418.34%-402.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,534 | $3,810-59.7% | $4,933-68.9% | $2,623-41.5% |
| Participant deferral / active EE | $3,383 | $7,303-53.7% | $8,070-58.1% | $4,346-22.1% |
| Admin fee / account holder | $179 | $1,739-89.7% | $12,998-98.6% | $1,942-90.8% |