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 | $19,402 | $87,870-77.9% | $113,168-82.9% | $74,304-73.9% |
| Participation rate | 67.1% | 70.7%-3.6pp | 76.6%-9.5pp | 60.3%+6.8pp |
| Annual return | 14.55% | 26.44%-11.9pp | 24.27%-9.7pp | 29.43%-14.9pp |
| Employer contribution / active EE | $1,762 | $2,277-22.6% | $2,975-40.8% | $2,241-21.4% |
| Participant deferral / active EE | $2,858 | $4,241-32.6% | $5,107-44.0% | $3,767-24.1% |
| Admin fee / account holder | $2,232 | $3,368-33.7% | $12,068-81.5% | $2,969-24.8% |