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 7-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 | $24,591 | $101,317-75.7% | $146,958-83.3% | $74,495-67.0% |
| Participation rate | 66.3% | 75.5%-9.2pp | 82.2%-15.9pp | 67.2%-0.9pp |
| Annual return | 30.03% | 8730.91%-8700.9pp | 418.34%-388.3pp | 1364.94%-1334.9pp |
| Employer contribution / active EE | $2,102 | $3,810-44.8% | $4,933-57.4% | $2,623-19.9% |
| Participant deferral / active EE | $4,359 | $7,303-40.3% | $8,070-46.0% | $4,346+0.3% |
| Admin fee / account holder | $4,228 | $1,739+143.1% | $12,998-67.5% | $1,942+117.7% |