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 7-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 | $20,252 | $42,886-52.8% | $88,946-77.2% | $85,563-76.3% |
| Participation rate | 15.2% | 37.9%-22.7pp | 68.8%-53.6pp | 66.0%-50.8pp |
| Annual return | 17.43% | 44.56%-27.1pp | 57.82%-40.4pp | 31.51%-14.1pp |
| Employer contribution / active EE | $0 | $1,147-100.0% | $2,555-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $490 | $2,108-76.8% | $4,581-89.3% | $4,375-88.8% |
| Admin fee / account holder | $1,152 | $2,263-49.1% | $8,261-86.1% | $834+38.1% |