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 8-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 | $14,355 | $49,808-71.2% | $95,745-85.0% | $74,419-80.7% |
| Participation rate | 34.1% | 66.6%-32.5pp | 72.3%-38.2pp | 70.7%-36.6pp |
| Annual return | 24.84% | 24.91%-0.1pp | 28.35%-3.5pp | 34.38%-9.5pp |
| Employer contribution / active EE | $1,980 | $1,639+20.8% | $2,835-30.1% | $2,637-24.9% |
| Participant deferral / active EE | $1,225 | $3,739-67.2% | $4,245-71.1% | $4,528-72.9% |
| Admin fee / account holder | $315 | $311+1.2% | $5,678-94.5% | $348-9.5% |