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 | $75,141 | $79,171-5.1% | $102,423-26.6% | $74,495+0.9% |
| Participation rate | 51.3% | 74.8%-23.5pp | 76.5%-25.2pp | 67.2%-15.9pp |
| Annual return | 12.89% | 54.93%-42.0pp | 29.32%-16.4pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,924 | $2,362-18.6% | $3,023-36.4% | $2,623-26.7% |
| Participant deferral / active EE | $4,047 | $4,415-8.3% | $5,053-19.9% | $4,346-6.9% |
| Admin fee / account holder | $5,963 | $2,001+198.0% | $9,451-36.9% | $1,942+207.1% |