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 6-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 | $56,257 | $79,171-28.9% | $102,423-45.1% | $74,495-24.5% |
| Participation rate | 60.3% | 74.8%-14.5pp | 76.5%-16.2pp | 67.2%-6.9pp |
| Annual return | 79.74% | 54.93%+24.8pp | 29.32%+50.4pp | 1364.94%-1285.2pp |
| Employer contribution / active EE | $996 | $2,362-57.8% | $3,023-67.0% | $2,623-62.0% |
| Participant deferral / active EE | $1,968 | $4,415-55.4% | $5,053-61.1% | $4,346-54.7% |
| Admin fee / account holder | $2,345 | $2,001+17.2% | $9,451-75.2% | $1,942+20.8% |