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 9-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 | $27,818 | $31,741-12.4% | $56,411-50.7% | $199,593-86.1% |
| Participation rate | 3.4% | 32.3%-28.9pp | 52.5%-49.0pp | 72.0%-68.5pp |
| Annual return | 20.61% | 14.72%+5.9pp | 1701.33%-1680.7pp | 34.25%-13.6pp |
| Employer contribution / active EE | $0 | $508-100.0% | $1,039-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $176 | $1,184-85.2% | $1,952-91.0% | $5,087-96.5% |
| Admin fee / account holder | $2,596 | $426+509.1% | $2,829-8.2% | $269+865.8% |