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 | $158,040 | $96,484+63.8% | $156,263+1.1% | $74,304+112.7% |
| Participation rate | 50.3% | 67.7%-17.4pp | 78.9%-28.6pp | 60.3%-10.1pp |
| Annual return | 16.11% | 17.73%-1.6pp | 59.47%-43.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $583 | $2,528-76.9% | $4,333-86.5% | $2,241-74.0% |
| Participant deferral / active EE | $6,183 | $4,286+44.3% | $6,158+0.4% | $3,767+64.1% |
| Admin fee / account holder | $3,629 | $3,728-2.7% | $14,255-74.5% | $2,969+22.2% |