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 3-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 | $32,975 | $130,194-74.7% | $169,993-80.6% | $71,457-53.9% |
| Participation rate | 65.9% | 86.1%-20.2pp | 87.0%-21.1pp | 67.9%-2.0pp |
| Annual return | 444.84% | 20.37%+424.5pp | 53.37%+391.5pp | 28.85%+416.0pp |
| Employer contribution / active EE | $2,322 | $4,381-47.0% | $6,785-65.8% | $2,588-10.3% |
| Participant deferral / active EE | $4,687 | $6,923-32.3% | $10,408-55.0% | $4,289+9.3% |
| Admin fee / account holder | $1,307 | $966+35.4% | $12,815-89.8% | $1,587-17.6% |