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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,568 | $59,417+64.2% | $93,606+4.2% | $74,495+31.0% |
| Participation rate | 40.4% | 59.7%-19.2pp | 68.7%-28.3pp | 67.2%-26.8pp |
| Annual return | 9.92% | 81.83%-71.9pp | 133.20%-123.3pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $19 | $1,264-98.5% | $2,420-99.2% | $2,623-99.3% |
| Participant deferral / active EE | $3,935 | $3,050+29.0% | $4,411-10.8% | $4,346-9.5% |
| Admin fee / account holder | $7,944 | $3,021+162.9% | $8,285-4.1% | $1,942+309.1% |