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 | $73,495 | $54,517+34.8% | $75,972-3.3% | $74,495-1.3% |
| Participation rate | 62.4% | 60.3%+2.1pp | 69.1%-6.7pp | 67.2%-4.8pp |
| Annual return | 11.02% | 31.82%-20.8pp | 359.55%-348.5pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,286 | $1,777-27.6% | $2,685-52.1% | $2,623-51.0% |
| Participant deferral / active EE | $4,119 | $3,066+34.4% | $4,255-3.2% | $4,346-5.2% |
| Admin fee / account holder | $592 | $2,229-73.4% | $6,467-90.8% | $1,942-69.5% |