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 9-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 | $32,009 | $62,127-48.5% | $81,382-60.7% | $74,495-57.0% |
| Participation rate | 52.4% | 64.0%-11.6pp | 69.5%-17.1pp | 67.2%-14.8pp |
| Annual return | 11.96% | 16.48%-4.5pp | 24.73%-12.8pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $545 | $1,882-71.1% | $2,463-77.9% | $2,623-79.2% |
| Participant deferral / active EE | $3,236 | $3,229+0.2% | $3,883-16.7% | $4,346-25.5% |
| Admin fee / account holder | $2,137 | $1,934+10.5% | $5,768-62.9% | $1,942+10.1% |