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.
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 | $109,993 | $87,870+25.2% | $113,168-2.8% | $74,304+48.0% |
| Participation rate | 66.2% | 70.7%-4.6pp | 76.6%-10.4pp | 60.3%+5.8pp |
| Annual return | 12.41% | 26.44%-14.0pp | 24.27%-11.9pp | 29.43%-17.0pp |
| Employer contribution / active EE | $2,034 | $2,277-10.7% | $2,975-31.6% | $2,241-9.3% |
| Participant deferral / active EE | $4,035 | $4,241-4.9% | $5,107-21.0% | $3,767+7.1% |
| Admin fee / account holder | $1,761 | $3,368-47.7% | $12,068-85.4% | $2,969-40.7% |