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 | $50,507 | $101,317-50.1% | $146,958-65.6% | $74,495-32.2% |
| Participation rate | 39.3% | 75.5%-36.2pp | 82.2%-42.8pp | 67.2%-27.9pp |
| Annual return | 16.66% | 8730.91%-8714.3pp | 418.34%-401.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $1,441 | $3,810-62.2% | $4,933-70.8% | $2,623-45.1% |
| Participant deferral / active EE | $2,387 | $7,303-67.3% | $8,070-70.4% | $4,346-45.1% |
| Admin fee / account holder | $2,790 | $1,739+60.5% | $12,998-78.5% | $1,942+43.7% |