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 | $8,429 | $55,371-84.8% | $95,585-91.2% | $74,304-88.7% |
| Participation rate | 68.5% | 53.8%+14.7pp | 72.1%-3.6pp | 60.3%+8.2pp |
| Annual return | 16.11% | 24.26%-8.1pp | 38.56%-22.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $493 | $1,437-65.7% | $2,527-80.5% | $2,241-78.0% |
| Participant deferral / active EE | $1,388 | $2,955-53.0% | $4,023-65.5% | $3,767-63.2% |
| Admin fee / account holder | $1,543 | $2,620-41.1% | $6,127-74.8% | $2,969-48.0% |