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 | $46,752 | $71,964-35.0% | $167,512-72.1% | $85,563-45.4% |
| Participation rate | 27.4% | 61.0%-33.5pp | 77.1%-49.6pp | 66.0%-38.5pp |
| Annual return | 15.21% | 18.83%-3.6pp | 1615.79%-1600.6pp | 31.51%-16.3pp |
| Employer contribution / active EE | $0 | $1,875-100.0% | $3,882-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,271 | $4,110-44.7% | $6,405-64.5% | $4,375-48.1% |
| Admin fee / account holder | $3,675 | $815+350.8% | $9,769-62.4% | $834+340.6% |