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.)
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 | $25,192 | $55,415-54.5% | $155,509-83.8% | $74,495-66.2% |
| Participation rate | 69.8% | 61.9%+7.9pp | 78.2%-8.4pp | 67.2%+2.6pp |
| Annual return | 11.34% | 268.50%-257.2pp | 64.67%-53.3pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $458 | $2,267-79.8% | $4,672-90.2% | $2,623-82.6% |
| Participant deferral / active EE | $2,525 | $2,836-11.0% | $5,626-55.1% | $4,346-41.9% |
| Admin fee / account holder | $891 | $1,738-48.7% | $15,912-94.4% | $1,942-54.1% |