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 | $50,112 | $79,171-36.7% | $102,423-51.1% | $74,495-32.7% |
| Participation rate | 38.2% | 74.8%-36.6pp | 76.5%-38.3pp | 67.2%-29.0pp |
| Annual return | 15.75% | 54.93%-39.2pp | 29.32%-13.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $498 | $2,362-78.9% | $3,023-83.5% | $2,623-81.0% |
| Participant deferral / active EE | $2,917 | $4,415-33.9% | $5,053-42.3% | $4,346-32.9% |
| Admin fee / account holder | $3,321 | $2,001+66.0% | $9,451-64.9% | $1,942+71.0% |