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 | $22,425 | $56,897-60.6% | $84,750-73.5% | $62,891-64.3% |
| Participation rate | 58.2% | 68.5%-10.3pp | 76.6%-18.3pp | 69.3%-11.1pp |
| Annual return | -1.86% | 6.30%-8.2pp | 22.78%-24.6pp | 20.14%-22.0pp |
| Employer contribution / active EE | $2,199 | $2,400-8.4% | $3,574-38.5% | $2,281-3.6% |
| Participant deferral / active EE | $2,731 | $2,709+0.8% | $3,712-26.4% | $3,203-14.7% |
| Admin fee / account holder | $5,008 | $3,581+39.9% | $5,332-6.1% | $4,296+16.6% |