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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,765 | $56,317-66.7% | $71,209-73.6% | $74,304-74.7% |
| Participation rate | 54.9% | 55.1%-0.3pp | 73.8%-18.9pp | 60.3%-5.5pp |
| Annual return | 9.75% | 42.83%-33.1pp | 282.51%-272.8pp | 29.43%-19.7pp |
| Employer contribution / active EE | $522 | $2,160-75.8% | $2,721-80.8% | $2,241-76.7% |
| Participant deferral / active EE | $1,279 | $2,788-54.1% | $4,175-69.4% | $3,767-66.1% |
| Admin fee / account holder | $3,409 | $2,290+48.9% | $5,349-36.3% | $2,969+14.8% |