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 | $65,960 | $67,984-3.0% | $65,493+0.7% | $74,304-11.2% |
| Participation rate | 34.0% | 66.3%-32.3pp | 73.1%-39.1pp | 60.3%-26.3pp |
| Annual return | 13.29% | 19.87%-6.6pp | 982.45%-969.2pp | 29.43%-16.1pp |
| Employer contribution / active EE | $236 | $2,491-90.5% | $2,574-90.8% | $2,241-89.5% |
| Participant deferral / active EE | $1,362 | $3,346-59.3% | $3,961-65.6% | $3,767-63.9% |
| Admin fee / account holder | $2,827 | $1,373+106.0% | $5,028-43.8% | $2,969-4.8% |