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 | $53,652 | $59,417-9.7% | $93,606-42.7% | $74,495-28.0% |
| Participation rate | 42.6% | 59.7%-17.0pp | 68.7%-26.1pp | 67.2%-24.6pp |
| Annual return | 14.29% | 81.83%-67.5pp | 133.20%-118.9pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $262 | $1,264-79.2% | $2,420-89.2% | $2,623-90.0% |
| Participant deferral / active EE | $1,979 | $3,050-35.1% | $4,411-55.1% | $4,346-54.5% |
| Admin fee / account holder | $3,779 | $3,021+25.1% | $8,285-54.4% | $1,942+94.6% |