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.
Participant 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 | $79,071 | $71,666+10.3% | $117,854-32.9% | $69,631+13.6% |
| Participation rate | 25.9% | 77.5%-51.7pp | 79.7%-53.8pp | 70.7%-44.8pp |
| Annual return | 17.70% | 18.86%-1.2pp | 335.08%-317.4pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $926 | $1,889-51.0% | $3,786-75.5% | $2,032-54.4% |
| Participant deferral / active EE | $1,250 | $3,340-62.6% | $4,482-72.1% | $3,224-61.2% |
| Admin fee / account holder | $4,105 | $120+3311.7% | $8,020-48.8% | $110+3617.1% |