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 4-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 | $30,997 | $98,727-68.6% | $113,168-72.6% | $85,563-63.8% |
| Participation rate | 45.6% | 80.8%-35.3pp | 76.6%-31.0pp | 66.0%-20.4pp |
| Annual return | 73.77% | 17.43%+56.3pp | 24.27%+49.5pp | 31.51%+42.3pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $2,975-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $4,967 | $5,424-8.4% | $5,107-2.7% | $4,375+13.5% |
| Admin fee / account holder | $1,501 | $357+320.8% | $12,068-87.6% | $834+79.9% |