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 5-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 | $27,504 | $84,556-67.5% | $116,228-76.3% | $74,304-63.0% |
| Participation rate | 46.7% | 66.0%-19.3pp | 74.6%-27.8pp | 60.3%-13.6pp |
| Annual return | 14.08% | 18.35%-4.3pp | 90.06%-76.0pp | 29.43%-15.4pp |
| Employer contribution / active EE | $1,697 | $2,168-21.7% | $2,994-43.3% | $2,241-24.3% |
| Participant deferral / active EE | $2,499 | $3,814-34.5% | $4,953-49.6% | $3,767-33.7% |
| Admin fee / account holder | $11,121 | $3,792+193.3% | $11,989-7.2% | $2,969+274.6% |