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 | $13,922 | $216,711-93.6% | $136,749-89.8% | $85,563-83.7% |
| Participation rate | 16.7% | 51.7%-35.1pp | 72.1%-55.5pp | 66.0%-49.3pp |
| Annual return | 18.59% | 15.26%+3.3pp | 24.33%-5.7pp | 31.51%-12.9pp |
| Employer contribution / active EE | $265 | $1,660-84.0% | $3,400-92.2% | $2,654-90.0% |
| Participant deferral / active EE | $912 | $2,635-65.4% | $4,692-80.6% | $4,375-79.2% |
| Admin fee / account holder | $1,812 | $1,223+48.2% | $11,386-84.1% | $834+117.2% |