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.
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 | $31,499 | $26,114+20.6% | $58,482-46.1% | $74,419-57.7% |
| Participation rate | 6.5% | 32.1%-25.6pp | 50.9%-44.4pp | 70.7%-64.2pp |
| Annual return | 14.07% | 32.51%-18.4pp | 4239.32%-4225.2pp | 34.38%-20.3pp |
| Employer contribution / active EE | $215 | $536-59.8% | $1,053-79.5% | $2,637-91.8% |
| Participant deferral / active EE | $358 | $1,075-66.6% | $1,924-81.4% | $4,528-92.1% |
| Admin fee / account holder | $5,861 | $649+802.9% | $2,516+132.9% | $348+1584.9% |