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 6-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 | $11,381 | $52,224-78.2% | $88,946-87.2% | $102,872-88.9% |
| Participation rate | 2.8% | 40.8%-37.9pp | 68.8%-66.0pp | 73.0%-70.2pp |
| Annual return | 14.16% | 16.96%-2.8pp | 57.82%-43.7pp | 19.06%-4.9pp |
| Employer contribution / active EE | $0 | $1,241-100.0% | $2,555-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $393 | $2,611-84.9% | $4,581-91.4% | $5,535-92.9% |
| Admin fee / account holder | $1,873 | $1,723+8.7% | $8,261-77.3% | $292+541.0% |