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 | $52,758 | $101,317-47.9% | $146,958-64.1% | $74,495-29.2% |
| Participation rate | 52.7% | 75.5%-22.8pp | 82.2%-29.5pp | 67.2%-14.5pp |
| Annual return | 34.88% | 8730.91%-8696.0pp | 418.34%-383.5pp | 1364.94%-1330.1pp |
| Employer contribution / active EE | $637 | $3,810-83.3% | $4,933-87.1% | $2,623-75.7% |
| Participant deferral / active EE | $5,337 | $7,303-26.9% | $8,070-33.9% | $4,346+22.8% |
| Admin fee / account holder | $3,202 | $1,739+84.1% | $12,998-75.4% | $1,942+64.9% |