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.)
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 | $37,257 | $48,471-23.1% | $182,532-79.6% | $67,579-44.9% |
| Participation rate | 24.1% | 67.2%-43.1pp | 78.0%-53.8pp | 71.3%-47.2pp |
| Annual return | 60.02% | 31.08%+28.9pp | 148.54%-88.5pp | 378.56%-318.5pp |
| Employer contribution / active EE | $688 | $1,461-52.9% | $4,076-83.1% | $2,148-67.9% |
| Participant deferral / active EE | $1,033 | $3,324-68.9% | $5,524-81.3% | $3,539-70.8% |
| Admin fee / account holder | $3,656 | $151+2318.2% | $8,592-57.4% | $142+2469.5% |