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 | $31,765 | $56,767-44.0% | $101,794-68.8% | $85,563-62.9% |
| Participation rate | 32.7% | 57.6%-24.9pp | 69.2%-36.5pp | 66.0%-33.3pp |
| Annual return | 12.45% | 17.76%-5.3pp | 30.53%-18.1pp | 31.51%-19.1pp |
| Employer contribution / active EE | $265 | $1,112-76.2% | $2,289-88.4% | $2,654-90.0% |
| Participant deferral / active EE | $1,637 | $2,720-39.8% | $4,084-59.9% | $4,375-62.6% |
| Admin fee / account holder | $11,066 | $1,098+907.8% | $8,777+26.1% | $834+1226.6% |