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 5-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 | $10,433 | $54,517-80.9% | $75,972-86.3% | $74,495-86.0% |
| Participation rate | 46.6% | 60.3%-13.7pp | 69.1%-22.5pp | 67.2%-20.6pp |
| Annual return | 14.37% | 31.82%-17.4pp | 359.55%-345.2pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $556 | $1,777-68.7% | $2,685-79.3% | $2,623-78.8% |
| Participant deferral / active EE | $1,368 | $3,066-55.4% | $4,255-67.9% | $4,346-68.5% |
| Admin fee / account holder | $1,826 | $2,229-18.0% | $6,467-71.8% | $1,942-5.9% |