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 | $77,789 | $34,934+122.7% | $56,411+37.9% | $74,495+4.4% |
| Participation rate | 55.8% | 32.8%+22.9pp | 52.5%+3.3pp | 67.2%-11.4pp |
| Annual return | 7.98% | 25.94%-18.0pp | 1701.33%-1693.4pp | 1364.94%-1357.0pp |
| Employer contribution / active EE | $381 | $609-37.4% | $1,039-63.3% | $2,623-85.5% |
| Participant deferral / active EE | $1,996 | $1,170+70.5% | $1,952+2.3% | $4,346-54.1% |
| Admin fee / account holder | $1,744 | $2,364-26.2% | $2,829-38.3% | $1,942-10.2% |