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 5-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 | $32,245 | $48,750-33.9% | $88,946-63.7% | $74,304-56.6% |
| Participation rate | 26.3% | 44.5%-18.2pp | 68.8%-42.6pp | 60.3%-34.1pp |
| Annual return | 20.74% | 25.91%-5.2pp | 57.82%-37.1pp | 29.43%-8.7pp |
| Employer contribution / active EE | $29 | $1,255-97.7% | $2,555-98.9% | $2,241-98.7% |
| Participant deferral / active EE | $1,924 | $2,423-20.6% | $4,581-58.0% | $3,767-48.9% |
| Admin fee / account holder | $4,879 | $3,756+29.9% | $8,261-40.9% | $2,969+64.3% |