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 | $147,154 | $122,239+20.4% | $184,203-20.1% | $74,495+97.5% |
| Participation rate | 57.0% | 85.5%-28.5pp | 86.8%-29.8pp | 67.2%-10.2pp |
| Annual return | 23.97% | 19.95%+4.0pp | 28.81%-4.8pp | 1364.94%-1341.0pp |
| Employer contribution / active EE | $1,386 | $4,537-69.4% | $6,427-78.4% | $2,623-47.2% |
| Participant deferral / active EE | $4,718 | $7,139-33.9% | $9,131-48.3% | $4,346+8.6% |
| Admin fee / account holder | $1,389 | $1,260+10.3% | $13,901-90.0% | $1,942-28.5% |