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.
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 | $11,106 | $73,102-84.8% | $123,544-91.0% | $56,287-80.3% |
| Participation rate | 62.0% | 74.3%-12.3pp | 82.3%-20.3pp | 69.9%-7.9pp |
| Annual return | -6.99% | 3.01%-10.0pp | 119.20%-126.2pp | -9.96%+3.0pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,884 | $5,423-46.8% | $6,426-55.1% | $3,350-13.9% |
| Admin fee / account holder | $387 | $554-30.2% | $9,284-95.8% | $521-25.8% |