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 | $21,905 | $91,407-76.0% | $135,903-83.9% | $71,457-69.3% |
| Participation rate | 69.4% | 75.7%-6.2pp | 81.9%-12.5pp | 67.9%+1.5pp |
| Annual return | 99.90% | 29.90%+70.0pp | 68.23%+31.7pp | 28.85%+71.1pp |
| Employer contribution / active EE | $2,368 | $3,703-36.1% | $4,856-51.2% | $2,588-8.5% |
| Participant deferral / active EE | $4,309 | $7,092-39.2% | $7,758-44.5% | $4,289+0.5% |
| Admin fee / account holder | $802 | $1,266-36.7% | $10,762-92.5% | $1,587-49.5% |