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.
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.)
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 | $40,560 | $50,982-20.4% | $154,803-73.8% | $85,563-52.6% |
| Participation rate | 25.1% | 59.8%-34.6pp | 78.1%-52.9pp | 66.0%-40.8pp |
| Annual return | 14.99% | 30.35%-15.4pp | 58.88%-43.9pp | 31.51%-16.5pp |
| Employer contribution / active EE | $122 | $1,708-92.9% | $4,305-97.2% | $2,654-95.4% |
| Participant deferral / active EE | $1,020 | $2,474-58.8% | $5,540-81.6% | $4,375-76.7% |
| Admin fee / account holder | $2,774 | $846+228.0% | $14,329-80.6% | $834+232.6% |