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 | $53,792 | $100,923-46.7% | $150,045-64.1% | $74,304-27.6% |
| Participation rate | 21.5% | 70.1%-48.6pp | 82.3%-60.9pp | 60.3%-38.9pp |
| Annual return | 18.70% | 51.77%-33.1pp | 62.55%-43.9pp | 29.43%-10.7pp |
| Employer contribution / active EE | $1 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,579 | $6,709-46.7% | $7,997-55.2% | $3,767-5.0% |
| Admin fee / account holder | $4,891 | $2,767+76.8% | $13,435-63.6% | $2,969+64.7% |