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 | $41,605 | $49,915-16.6% | $154,803-73.1% | $74,304-44.0% |
| Participation rate | 64.0% | 54.0%+10.1pp | 78.1%-14.0pp | 60.3%+3.7pp |
| Annual return | 19.32% | 34.06%-14.7pp | 58.88%-39.6pp | 29.43%-10.1pp |
| Employer contribution / active EE | $662 | $1,611-58.9% | $4,305-84.6% | $2,241-70.5% |
| Participant deferral / active EE | $2,389 | $2,255+5.9% | $5,540-56.9% | $3,767-36.6% |
| Admin fee / account holder | $2,567 | $2,189+17.3% | $14,329-82.1% | $2,969-13.5% |