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 3-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 | $6,266 | $42,886-85.4% | $88,946-93.0% | $85,563-92.7% |
| Participation rate | 38.5% | 37.9%+0.5pp | 68.8%-30.4pp | 66.0%-27.5pp |
| Annual return | 13.57% | 44.56%-31.0pp | 57.82%-44.3pp | 31.51%-17.9pp |
| Employer contribution / active EE | $412 | $1,147-64.1% | $2,555-83.9% | $2,654-84.5% |
| Participant deferral / active EE | $674 | $2,108-68.0% | $4,581-85.3% | $4,375-84.6% |
| Admin fee / account holder | $1,177 | $2,263-48.0% | $8,261-85.7% | $834+41.1% |