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 7-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 | $9,921 | $86,655-88.6% | $119,609-91.7% | $66,914-85.2% |
| Participation rate | 65.9% | 75.6%-9.7pp | 79.3%-13.4pp | 69.8%-3.9pp |
| Annual return | -17.66% | -8.00%-9.7pp | -14.97%-2.7pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,083 | $2,536-57.3% | $4,232-74.4% | $2,544-57.4% |
| Participant deferral / active EE | $1,760 | $4,358-59.6% | $5,602-68.6% | $4,237-58.5% |
| Admin fee / account holder | $1,175 | $755+55.6% | $10,323-88.6% | $593+98.0% |