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 | $46,691 | $59,417-21.4% | $93,606-50.1% | $74,495-37.3% |
| Participation rate | 48.7% | 59.7%-11.0pp | 68.7%-20.0pp | 67.2%-18.5pp |
| Annual return | 31.51% | 81.83%-50.3pp | 133.20%-101.7pp | 1364.94%-1333.4pp |
| Employer contribution / active EE | $1,029 | $1,264-18.5% | $2,420-57.5% | $2,623-60.8% |
| Participant deferral / active EE | $3,664 | $3,050+20.1% | $4,411-16.9% | $4,346-15.7% |
| Admin fee / account holder | $12,191 | $3,021+303.5% | $8,285+47.1% | $1,942+527.9% |