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 3-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.
Participant 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 | $7,515 | $100,923-92.6% | $150,045-95.0% | $74,304-89.9% |
| Participation rate | 67.3% | 70.1%-2.8pp | 82.3%-15.0pp | 60.3%+7.0pp |
| Annual return | 37.29% | 51.77%-14.5pp | 62.55%-25.3pp | 29.43%+7.9pp |
| Employer contribution / active EE | $1,334 | $3,463-61.5% | $4,693-71.6% | $2,241-40.5% |
| Participant deferral / active EE | $1,941 | $6,709-71.1% | $7,997-75.7% | $3,767-48.5% |
| Admin fee / account holder | $431 | $2,767-84.4% | $13,435-96.8% | $2,969-85.5% |