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 | $56,813 | $86,944-34.7% | $107,525-47.2% | $74,304-23.5% |
| Participation rate | 67.7% | 59.6%+8.2pp | 75.1%-7.4pp | 60.3%+7.4pp |
| Annual return | 14.87% | 23.52%-8.6pp | 181.32%-166.4pp | 29.43%-14.6pp |
| Employer contribution / active EE | $505 | $2,757-81.7% | $3,754-86.6% | $2,241-77.5% |
| Participant deferral / active EE | $3,305 | $3,554-7.0% | $5,116-35.4% | $3,767-12.3% |
| Admin fee / account holder | $8,440 | $3,727+126.5% | $8,919-5.4% | $2,969+184.3% |