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 | $97,511 | $68,914+41.5% | $136,749-28.7% | $74,304+31.2% |
| Participation rate | 47.1% | 51.3%-4.3pp | 72.1%-25.1pp | 60.3%-13.3pp |
| Annual return | 9.61% | 16.34%-6.7pp | 24.33%-14.7pp | 29.43%-19.8pp |
| Employer contribution / active EE | $1,507 | $1,561-3.5% | $3,400-55.7% | $2,241-32.7% |
| Participant deferral / active EE | $2,717 | $2,541+6.9% | $4,692-42.1% | $3,767-27.9% |
| Admin fee / account holder | $6,127 | $3,149+94.5% | $11,386-46.2% | $2,969+106.4% |