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 5-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,740 | $106,236-66.4% | $112,228-68.2% | $64,808-44.9% |
| Participation rate | 22.6% | 71.7%-49.1pp | 75.1%-52.5pp | 71.5%-48.9pp |
| Annual return | -18.35% | -6.02%-12.3pp | 27.45%-45.8pp | 32.82%-51.2pp |
| Employer contribution / active EE | $689 | $3,166-78.2% | $3,635-81.0% | $2,506-72.5% |
| Participant deferral / active EE | $1,751 | $3,785-53.7% | $4,728-63.0% | $4,310-59.4% |
| Admin fee / account holder | $1,088 | $452+141.0% | $6,410-83.0% | $188+479.5% |