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 10-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 | $21,592 | $66,098-67.3% | $101,794-78.8% | $74,304-70.9% |
| Participation rate | 57.7% | 53.8%+3.9pp | 69.2%-11.5pp | 60.3%-2.7pp |
| Annual return | 12.52% | 19.59%-7.1pp | 30.53%-18.0pp | 29.43%-16.9pp |
| Employer contribution / active EE | $555 | $1,082-48.7% | $2,289-75.8% | $2,241-75.2% |
| Participant deferral / active EE | $836 | $2,781-69.9% | $4,084-79.5% | $3,767-77.8% |
| Admin fee / account holder | $1,154 | $4,146-72.2% | $8,777-86.9% | $2,969-61.1% |