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.
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 | $8,368 | $50,815-83.5% | $155,509-94.6% | $77,643-89.2% |
| Participation rate | 15.1% | 63.1%-48.0pp | 78.2%-63.1pp | 70.6%-55.5pp |
| Annual return | 1.49% | 34.80%-33.3pp | 64.67%-63.2pp | 31.24%-29.7pp |
| Employer contribution / active EE | $587 | $1,993-70.6% | $4,672-87.4% | $2,726-78.5% |
| Participant deferral / active EE | $106 | $2,822-96.2% | $5,626-98.1% | $4,647-97.7% |
| Admin fee / account holder | $959 | $437+119.5% | $15,912-94.0% | $430+122.7% |