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 | $69,268 | $62,127+11.5% | $81,382-14.9% | $74,495-7.0% |
| Participation rate | 54.7% | 64.0%-9.3pp | 69.5%-14.8pp | 67.2%-12.5pp |
| Annual return | 5.76% | 16.48%-10.7pp | 24.73%-19.0pp | 1364.94%-1359.2pp |
| Employer contribution / active EE | $2,703 | $1,882+43.6% | $2,463+9.7% | $2,623+3.0% |
| Participant deferral / active EE | $3,497 | $3,229+8.3% | $3,883-9.9% | $4,346-19.5% |
| Admin fee / account holder | $16,232 | $1,934+739.1% | $5,768+181.4% | $1,942+736.0% |