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 8-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 | $63,627 | $106,028-40.0% | $146,958-56.7% | $77,643-18.1% |
| Participation rate | 31.0% | 78.4%-47.3pp | 82.2%-51.1pp | 70.6%-39.5pp |
| Annual return | 37.74% | 56.73%-19.0pp | 418.34%-380.6pp | 31.24%+6.5pp |
| Employer contribution / active EE | $1,258 | $4,063-69.0% | $4,933-74.5% | $2,726-53.8% |
| Participant deferral / active EE | $2,628 | $7,990-67.1% | $8,070-67.4% | $4,647-43.5% |
| Admin fee / account holder | $2,113 | $337+526.2% | $12,998-83.7% | $430+391.0% |