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 10-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 | $14,673 | $81,460-82.0% | $103,333-85.8% | $80,856-81.9% |
| Participation rate | 68.1% | 66.8%+1.2pp | 74.5%-6.4pp | 67.6%+0.4pp |
| Annual return | 15.40% | 25.55%-10.1pp | 24.88%-9.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,618 | $3,105-47.9% | $3,868-58.2% | $2,755-41.3% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $556 | $6,566-91.5% | $8,355-93.3% | $6,918-92.0% |