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 | $126,266 | $45,031+180.4% | $84,966+48.6% | $77,643+62.6% |
| Participation rate | 17.8% | 48.7%-30.9pp | 67.5%-49.7pp | 70.6%-52.8pp |
| Annual return | 17.16% | 79.22%-62.1pp | 66.38%-49.2pp | 31.24%-14.1pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $758 | $2,807-73.0% | $4,519-83.2% | $4,647-83.7% |
| Admin fee / account holder | $19,283 | $912+2014.9% | $6,149+213.6% | $430+4380.0% |