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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,482 | $73,360-85.7% | $177,989-94.1% | $74,495-85.9% |
| Participation rate | 57.1% | 66.6%-9.5pp | 77.1%-19.9pp | 67.2%-10.1pp |
| Annual return | 11.35% | 17.49%-6.1pp | 294.48%-283.1pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,308 | $4,513-71.0% | $6,276-79.2% | $4,346-69.9% |
| Admin fee / account holder | $2,154 | $1,808+19.2% | $10,363-79.2% | $1,942+10.9% |