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 | $62,412 | $96,484-35.3% | $156,263-60.1% | $74,304-16.0% |
| Participation rate | 61.7% | 67.7%-6.0pp | 78.9%-17.2pp | 60.3%+1.3pp |
| Annual return | 12.80% | 17.73%-4.9pp | 59.47%-46.7pp | 29.43%-16.6pp |
| Employer contribution / active EE | $776 | $2,528-69.3% | $4,333-82.1% | $2,241-65.4% |
| Participant deferral / active EE | $4,264 | $4,286-0.5% | $6,158-30.8% | $3,767+13.2% |
| Admin fee / account holder | $21,088 | $3,728+465.7% | $14,255+47.9% | $2,969+610.3% |