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 | $6,481 | $47,126-86.2% | $149,673-95.7% | $74,419-91.3% |
| Participation rate | 14.7% | 63.4%-48.7pp | 78.8%-64.1pp | 70.7%-56.0pp |
| Annual return | 28.78% | 22.75%+6.0pp | 134.42%-105.6pp | 34.38%-5.6pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $169 | $2,728-93.8% | $5,680-97.0% | $4,528-96.3% |
| Admin fee / account holder | $751 | $343+119.2% | $13,210-94.3% | $348+116.0% |