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 | $36,214 | $80,724-55.1% | $103,333-65.0% | $74,495-51.4% |
| Participation rate | 59.3% | 65.7%-6.3pp | 74.5%-15.2pp | 67.2%-7.9pp |
| Annual return | 11.18% | 27.56%-16.4pp | 24.88%-13.7pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,839 | $3,860-52.4% | $5,057-63.6% | $4,346-57.7% |
| Admin fee / account holder | $865 | $2,368-63.5% | $8,355-89.6% | $1,942-55.5% |