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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,333 | $69,477-31.9% | $94,646-50.0% | $71,457-33.8% |
| Participation rate | 56.5% | 78.4%-22.0pp | 80.8%-24.4pp | 67.9%-11.5pp |
| Annual return | 15.26% | 29.66%-14.4pp | 156.71%-141.4pp | 28.85%-13.6pp |
| Employer contribution / active EE | $837 | $2,853-70.7% | $3,672-77.2% | $2,588-67.7% |
| Participant deferral / active EE | $2,406 | $7,345-67.2% | $7,418-67.6% | $4,289-43.9% |
| Admin fee / account holder | $1,821 | $1,210+50.6% | $7,231-74.8% | $1,587+14.7% |