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.)
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 | $36,056 | $87,870-59.0% | $113,168-68.1% | $74,304-51.5% |
| Participation rate | 69.2% | 70.7%-1.5pp | 76.6%-7.3pp | 60.3%+8.9pp |
| Annual return | 13.38% | 26.44%-13.1pp | 24.27%-10.9pp | 29.43%-16.1pp |
| Employer contribution / active EE | $1,477 | $2,277-35.2% | $2,975-50.4% | $2,241-34.1% |
| Participant deferral / active EE | $2,898 | $4,241-31.7% | $5,107-43.2% | $3,767-23.1% |
| Admin fee / account holder | $3,896 | $3,368+15.7% | $12,068-67.7% | $2,969+31.2% |