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 | $75,934 | $81,625-7.0% | $167,512-54.7% | $74,304+2.2% |
| Participation rate | 62.4% | 60.0%+2.4pp | 77.1%-14.7pp | 60.3%+2.1pp |
| Annual return | 21.48% | 26.09%-4.6pp | 1615.79%-1594.3pp | 29.43%-7.9pp |
| Employer contribution / active EE | $0 | $2,010-100.0% | $3,882-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,849 | $4,115-6.5% | $6,405-39.9% | $3,767+2.2% |
| Admin fee / account holder | $5,009 | $3,474+44.2% | $9,769-48.7% | $2,969+68.7% |