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.
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 | $1,444 | $31,310-95.4% | $53,898-97.3% | $74,304-98.1% |
| Participation rate | 62.8% | 30.7%+32.2pp | 55.0%+7.9pp | 60.3%+2.5pp |
| Annual return | 22.45% | 23.16%-0.7pp | 528.60%-506.2pp | 29.43%-7.0pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $749 | $934-19.8% | $1,826-59.0% | $3,767-80.1% |
| Admin fee / account holder | $342 | $2,175-84.3% | $2,491-86.3% | $2,969-88.5% |