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 | $49,318 | $79,013-37.6% | $100,391-50.9% | $74,495-33.8% |
| Participation rate | 56.1% | 79.5%-23.3pp | 81.5%-25.3pp | 67.2%-11.1pp |
| Annual return | 16.98% | 20.41%-3.4pp | 49.20%-32.2pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $1,585 | $3,021-47.5% | $3,942-59.8% | $2,623-39.6% |
| Participant deferral / active EE | $3,115 | $7,760-59.9% | $8,082-61.5% | $4,346-28.3% |
| Admin fee / account holder | $1,333 | $1,320+1.0% | $7,899-83.1% | $1,942-31.3% |