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 9-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 | $23,396 | $61,774-62.1% | $97,226-75.9% | $80,856-71.1% |
| Participation rate | 61.3% | 63.5%-2.3pp | 72.7%-11.4pp | 67.6%-6.4pp |
| Annual return | 5.40% | -557.90%+563.3pp | 75.13%-69.7pp | 35.59%-30.2pp |
| Employer contribution / active EE | $2,207 | $1,837+20.2% | $2,729-19.1% | $2,755-19.9% |
| Participant deferral / active EE | $3,916 | $3,029+29.3% | $4,264-8.2% | $4,296-8.8% |
| Admin fee / account holder | $3,211 | $5,166-37.8% | $5,654-43.2% | $6,918-53.6% |