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 8-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,946 | $65,557-69.6% | $64,056-68.9% | $71,457-72.1% |
| Participation rate | 67.3% | 73.2%-5.8pp | 72.3%-5.0pp | 67.9%-0.6pp |
| Annual return | 27.66% | 18.94%+8.7pp | 33.69%-6.0pp | 28.85%-1.2pp |
| Employer contribution / active EE | $983 | $2,669-63.2% | $2,747-64.2% | $2,588-62.0% |
| Participant deferral / active EE | $2,824 | $3,626-22.1% | $3,880-27.2% | $4,289-34.1% |
| Admin fee / account holder | $332 | $616-46.1% | $3,068-89.2% | $1,587-79.1% |