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 | $79,541 | $132,049-39.8% | $200,582-60.3% | $74,304+7.0% |
| Participation rate | 54.7% | 84.1%-29.4pp | 86.9%-32.2pp | 60.3%-5.6pp |
| Annual return | 25.12% | 22.22%+2.9pp | 42.33%-17.2pp | 29.43%-4.3pp |
| Employer contribution / active EE | $770 | $4,558-83.1% | $6,419-88.0% | $2,241-65.7% |
| Participant deferral / active EE | $5,164 | $7,213-28.4% | $9,331-44.7% | $3,767+37.1% |
| Admin fee / account holder | $4,943 | $2,405+105.5% | $16,305-69.7% | $2,969+66.5% |