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 5-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 | $9,864 | $57,651-82.9% | $112,229-91.2% | $71,457-86.2% |
| Participation rate | 35.4% | 58.9%-23.5pp | 72.4%-37.0pp | 67.9%-32.5pp |
| Annual return | 69.24% | 18.32%+50.9pp | 30.20%+39.0pp | 28.85%+40.4pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,430-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,755 | $2,863-38.7% | $4,798-63.4% | $4,289-59.1% |
| Admin fee / account holder | $305 | $1,581-80.7% | $7,748-96.1% | $1,587-80.8% |