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 5-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 | $9,640 | $48,335-80.1% | $121,098-92.0% | $71,457-86.5% |
| Participation rate | 50.3% | 54.3%-3.9pp | 69.5%-19.1pp | 67.9%-17.6pp |
| Annual return | 16.97% | 23.32%-6.4pp | 985.75%-968.8pp | 28.85%-11.9pp |
| Employer contribution / active EE | $2,178 | $1,489+46.3% | $4,164-47.7% | $2,588-15.8% |
| Participant deferral / active EE | $3,004 | $2,754+9.1% | $4,080-26.4% | $4,289-30.0% |
| Admin fee / account holder | $816 | $1,841-55.6% | $5,644-85.5% | $1,587-48.6% |