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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,198 | $25,014-95.2% | $69,647-98.3% | $80,856-98.5% |
| Participation rate | 67.5% | 64.2%+3.3pp | 66.5%+1.1pp | 67.6%-0.1pp |
| Annual return | 11.62% | 19.07%-7.4pp | 100.48%-88.9pp | 35.59%-24.0pp |
| Employer contribution / active EE | $367 | $993-63.0% | $1,712-78.6% | $2,755-86.7% |
| Participant deferral / active EE | $890 | $1,839-51.6% | $2,886-69.2% | $4,296-79.3% |
| Admin fee / account holder | $383 | $2,488-84.6% | $4,713-91.9% | $6,918-94.5% |