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.
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 | $188,530 | $60,022+214.1% | $88,946+112.0% | $84,808+122.3% |
| Participation rate | 65.1% | 57.8%+7.3pp | 68.8%-3.7pp | 68.3%-3.2pp |
| Annual return | 18.85% | 22.43%-3.6pp | 57.82%-39.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,619 | $3,114+80.5% | $4,581+22.6% | $4,212+33.4% |
| Admin fee / account holder | $2,374 | $4,811-50.7% | $8,261-71.3% | $7,344-67.7% |