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 4-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 | $2,076 | $132,049-98.4% | $200,582-99.0% | $74,304-97.2% |
| Participation rate | 50.9% | 84.1%-33.1pp | 86.9%-36.0pp | 60.3%-9.4pp |
| Annual return | 7.50% | 22.22%-14.7pp | 42.33%-34.8pp | 29.43%-21.9pp |
| Employer contribution / active EE | $0 | $4,558-100.0% | $6,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $685 | $7,213-90.5% | $9,331-92.7% | $3,767-81.8% |
| Admin fee / account holder | $1,503 | $2,405-37.5% | $16,305-90.8% | $2,969-49.4% |