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 | $4,321 | $35,197-87.7% | $53,898-92.0% | $102,872-95.8% |
| Participation rate | 32.4% | 29.6%+2.8pp | 55.0%-22.6pp | 73.0%-40.6pp |
| Annual return | 22.45% | 17.55%+4.9pp | 528.60%-506.2pp | 19.06%+3.4pp |
| Employer contribution / active EE | $297 | $713-58.3% | $932-68.1% | $3,526-91.6% |
| Participant deferral / active EE | $466 | $1,333-65.0% | $1,826-74.5% | $5,535-91.6% |
| Admin fee / account holder | $507 | $834-39.2% | $2,491-79.6% | $292+73.5% |