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 3-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 | $12,570 | $76,050-83.5% | $96,544-87.0% | $71,457-82.4% |
| Participation rate | 27.3% | 74.4%-47.1pp | 76.0%-48.7pp | 67.9%-40.6pp |
| Annual return | 142.55% | 22.81%+119.7pp | 25.84%+116.7pp | 28.85%+113.7pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,504 | $4,215-40.6% | $4,851-48.4% | $4,289-41.6% |
| Admin fee / account holder | $2,487 | $2,707-8.1% | $8,252-69.9% | $1,587+56.7% |