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 7-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.)
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 | $59,902 | $84,556-29.2% | $116,228-48.5% | $74,304-19.4% |
| Participation rate | 41.0% | 66.0%-25.0pp | 74.6%-33.5pp | 60.3%-19.3pp |
| Annual return | 16.53% | 18.35%-1.8pp | 90.06%-73.5pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,308 | $2,168+6.5% | $2,994-22.9% | $2,241+3.0% |
| Participant deferral / active EE | $943 | $3,814-75.3% | $4,953-81.0% | $3,767-75.0% |
| Admin fee / account holder | $2,513 | $3,792-33.7% | $11,989-79.0% | $2,969-15.4% |