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.)
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 | $16,950 | $95,880-82.3% | $107,525-84.2% | $85,563-80.2% |
| Participation rate | 37.6% | 70.1%-32.5pp | 75.1%-37.4pp | 66.0%-28.3pp |
| Annual return | 46.05% | 68.06%-22.0pp | 181.32%-135.3pp | 31.51%+14.5pp |
| Employer contribution / active EE | $973 | $3,812-74.5% | $3,754-74.1% | $2,654-63.3% |
| Participant deferral / active EE | $1,581 | $4,201-62.4% | $5,116-69.1% | $4,375-63.9% |
| Admin fee / account holder | $1,989 | $1,025+94.0% | $8,919-77.7% | $834+138.4% |