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 | $143,804 | $86,944+65.4% | $107,525+33.7% | $74,304+93.5% |
| Participation rate | 67.3% | 59.6%+7.8pp | 75.1%-7.7pp | 60.3%+7.0pp |
| Annual return | 19.53% | 23.52%-4.0pp | 181.32%-161.8pp | 29.43%-9.9pp |
| Employer contribution / active EE | $2,636 | $2,757-4.4% | $3,754-29.8% | $2,241+17.6% |
| Participant deferral / active EE | $5,993 | $3,554+68.6% | $5,116+17.2% | $3,767+59.1% |
| Admin fee / account holder | $9,137 | $3,727+145.2% | $8,919+2.5% | $2,969+207.8% |