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 | $44,952 | $50,815-11.5% | $155,509-71.1% | $77,643-42.1% |
| Participation rate | 31.8% | 63.1%-31.3pp | 78.2%-46.4pp | 70.6%-38.8pp |
| Annual return | 14.44% | 34.80%-20.4pp | 64.67%-50.2pp | 31.24%-16.8pp |
| Employer contribution / active EE | $279 | $1,993-86.0% | $4,672-94.0% | $2,726-89.8% |
| Participant deferral / active EE | $1,829 | $2,822-35.2% | $5,626-67.5% | $4,647-60.6% |
| Admin fee / account holder | $2,618 | $437+499.6% | $15,912-83.5% | $430+508.3% |