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 | $44,254 | $101,317-56.3% | $146,958-69.9% | $74,495-40.6% |
| Participation rate | 54.1% | 75.5%-21.4pp | 82.2%-28.1pp | 67.2%-13.1pp |
| Annual return | 11.12% | 8730.91%-8719.8pp | 418.34%-407.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,005 | $3,810-73.6% | $4,933-79.6% | $2,623-61.7% |
| Participant deferral / active EE | $3,279 | $7,303-55.1% | $8,070-59.4% | $4,346-24.5% |
| Admin fee / account holder | $673 | $1,739-61.3% | $12,998-94.8% | $1,942-65.3% |