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 6-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $14,916 | $80,724-81.5% | $103,333-85.6% | $74,495-80.0% |
| Participation rate | 43.5% | 65.7%-22.2pp | 74.5%-31.0pp | 67.2%-23.7pp |
| Annual return | 25.69% | 27.56%-1.9pp | 24.88%+0.8pp | 1364.94%-1339.3pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,981 | $3,860-48.7% | $5,057-60.8% | $4,346-54.4% |
| Admin fee / account holder | $533 | $2,368-77.5% | $8,355-93.6% | $1,942-72.5% |