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 | $24,937 | $59,417-58.0% | $93,606-73.4% | $74,495-66.5% |
| Participation rate | 47.7% | 59.7%-11.9pp | 68.7%-21.0pp | 67.2%-19.5pp |
| Annual return | 32.15% | 81.83%-49.7pp | 133.20%-101.0pp | 1364.94%-1332.8pp |
| Employer contribution / active EE | $1,987 | $1,264+57.2% | $2,420-17.9% | $2,623-24.3% |
| Participant deferral / active EE | $3,896 | $3,050+27.8% | $4,411-11.7% | $4,346-10.3% |
| Admin fee / account holder | $3,177 | $3,021+5.2% | $8,285-61.7% | $1,942+63.6% |