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 8-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.)
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 | $8,187 | $57,831-85.8% | $82,389-90.1% | $85,563-90.4% |
| Participation rate | 52.3% | 55.0%-2.7pp | 69.5%-17.2pp | 66.0%-13.6pp |
| Annual return | 10.39% | 17.86%-7.5pp | 28.67%-18.3pp | 31.51%-21.1pp |
| Employer contribution / active EE | $181 | $1,643-89.0% | $2,517-92.8% | $2,654-93.2% |
| Participant deferral / active EE | $728 | $3,118-76.6% | $4,155-82.5% | $4,375-83.4% |
| Admin fee / account holder | $690 | $1,391-50.4% | $7,231-90.5% | $834-17.3% |