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 10-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.
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 | $82,496 | $24,733+233.5% | $69,647+18.4% | $74,495+10.7% |
| Participation rate | 59.7% | 63.5%-3.8pp | 66.5%-6.8pp | 67.2%-7.5pp |
| Annual return | 11.15% | 18.55%-7.4pp | 100.48%-89.3pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,786 | $1,001+78.5% | $1,712+4.3% | $2,623-31.9% |
| Participant deferral / active EE | $3,564 | $1,901+87.5% | $2,886+23.5% | $4,346-18.0% |
| Admin fee / account holder | $4,215 | $1,892+122.8% | $4,713-10.6% | $1,942+117.1% |