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 | $88,449 | $79,171+11.7% | $102,423-13.6% | $74,495+18.7% |
| Participation rate | 44.6% | 74.8%-30.2pp | 76.5%-31.9pp | 67.2%-22.6pp |
| Annual return | 9.19% | 54.93%-45.7pp | 29.32%-20.1pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $1,196 | $2,362-49.4% | $3,023-60.4% | $2,623-54.4% |
| Participant deferral / active EE | $3,439 | $4,415-22.1% | $5,053-31.9% | $4,346-20.9% |
| Admin fee / account holder | $6,168 | $2,001+208.3% | $9,451-34.7% | $1,942+217.7% |