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 9-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 | $4,947 | $31,741-84.4% | $56,411-91.2% | $199,593-97.5% |
| Participation rate | 18.2% | 32.3%-14.1pp | 52.5%-34.2pp | 72.0%-53.7pp |
| Annual return | 8.26% | 14.72%-6.5pp | 1701.33%-1693.1pp | 34.25%-26.0pp |
| Employer contribution / active EE | $153 | $508-69.9% | $1,039-85.3% | $3,034-95.0% |
| Participant deferral / active EE | $259 | $1,184-78.1% | $1,952-86.7% | $5,087-94.9% |
| Admin fee / account holder | $600 | $426+40.8% | $2,829-78.8% | $269+123.2% |