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 | $17,669 | $81,625-78.4% | $167,512-89.5% | $74,304-76.2% |
| Participation rate | 58.2% | 60.0%-1.8pp | 77.1%-18.8pp | 60.3%-2.1pp |
| Annual return | 22.56% | 26.09%-3.5pp | 1615.79%-1593.2pp | 29.43%-6.9pp |
| Employer contribution / active EE | $1,587 | $2,010-21.0% | $3,882-59.1% | $2,241-29.2% |
| Participant deferral / active EE | $2,522 | $4,115-38.7% | $6,405-60.6% | $3,767-33.1% |
| Admin fee / account holder | $3,240 | $3,474-6.7% | $9,769-66.8% | $2,969+9.1% |