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 | $33,966 | $47,126-27.9% | $149,673-77.3% | $74,419-54.4% |
| Participation rate | 28.6% | 63.4%-34.8pp | 78.8%-50.2pp | 70.7%-42.2pp |
| Annual return | 19.28% | 22.75%-3.5pp | 134.42%-115.1pp | 34.38%-15.1pp |
| Employer contribution / active EE | $129 | $1,905-93.2% | $4,818-97.3% | $2,637-95.1% |
| Participant deferral / active EE | $1,035 | $2,728-62.1% | $5,680-81.8% | $4,528-77.1% |
| Admin fee / account holder | $5,392 | $343+1473.3% | $13,210-59.2% | $348+1450.0% |